Trust Portfolio Manager
7 days ago
We are seeking an experienced Trust Portfolio Manager to join our team at AP Group Ltd in Jersey.
About the Role:
The successful candidate will be responsible for maintaining and delivering the administration of a portfolio of client cases. This will involve managing a mixed portfolio of company and trust structures, preparing Annual Reviews as required, reviewing account ledgers, and preparing minutes and resolutions on an ad-hoc basis.
Key Responsibilities:
- Maintain and deliver the administration of a portfolio of client cases
- Manage a mixed portfolio of company and trust structures
- Prepare Annual Reviews as required
- Review account ledgers
- Prepare minutes and resolutions on an ad-hoc basis
Requirements:
- Proven experience in trust and company administration
- Ideal candidate will hold ICSA / STEP Diploma or similar
- Understanding of Jersey company law and relevant regulations
- Working knowledge of Microsoft Office
- Ability to prioritise workload ensuring all deadlines are met
Salary: £60,000 - £70,000 per annum (dependent on experience)
Benefits:
- A competitive salary package
- Ongoing training and development opportunities
- A dynamic and supportive work environment
-
Trust Portfolio Manager
6 days ago
St Peter Port, United Kingdom AP Group Ltd Full timeJob OverviewWe are seeking an experienced Trust Officer to manage a portfolio of client cases in our Jersey office.
-
Trust Administration Professional
6 days ago
St Peter Port, United Kingdom AP Group Ltd Full timeA reputable independent trust company in Jersey is seeking a senior administrator to join their dedicated team. The successful candidate will manage complex trusts, companies, limited partnerships, foundations, crypto-related entities, EBTs and pensions.Applicants should possess at least 4 years of relevant experience in the financial services industry and...
-
Trust Administrator, Fiduciary
6 days ago
St Peter Port, United Kingdom AP Group Ltd Full timeAbout UsAP Group Ltd is a leading provider of fiduciary services for private, corporate and institutional clients.Salary InformationWe offer a competitive salary in the range of £40,000 - £60,000 per annum, depending on experience.Job DescriptionThis role involves the efficient administration of a portfolio of trust structures of varying complexity. As a...
-
Fiduciary Portfolio Manager
2 days ago
St Peter Port, United Kingdom AP Group Ltd Full timeJob Title: Fiduciary Portfolio Manager">We are looking for a skilled Trust Officer to manage our portfolio of fiduciary services in Jersey. The successful candidate will be responsible for administering client company and trust structures, ensuring compliance with regulatory requirements.The ideal candidate will have a minimum of 3 years of experience in the...
-
Trust Administration Specialist
3 weeks ago
St Peter Port, United Kingdom AP Group Ltd Full timeJob Title: Senior Trust OfficerJob Reference: Not ApplicableAbout the Role: Our client, a leading private client investment management business, is seeking a highly skilled Senior Trust Officer to join their Jersey office. As a Senior Trust Officer, you will be responsible for maintaining and delivering the administration of a portfolio of client cases,...
-
Senior Portfolio Manager
2 days ago
St Peter Port, United Kingdom AP Group Ltd Full timeAbout the PositionWe are seeking a highly skilled and experienced Senior Portfolio Manager to join our team at AP Group Ltd. As a key member of our team, you will be responsible for managing and administering a portfolio of clients, including high-net-worth individuals and families.The ideal candidate will have extensive experience working with private...
-
Trust Administration Specialist
4 weeks ago
St Peter Port, United Kingdom AP Group Ltd Full timeTrust Administration SpecialistWe are seeking a Trust Administration Specialist to join our team in Jersey. In this role, you will be responsible for coordinating and managing a portfolio of structures comprising trusts, companies, foundations, limited partnerships, and other entities. The ideal candidate will have around 2-3 years of experience in trust...
-
Senior Trust Administrator
2 weeks ago
St Peter Port, United Kingdom AP Group Ltd Full timeWe are seeking an experienced Trust Administrator to join our small dedicated team. The successful candidate will assist with managing a portfolio of more complex trusts, companies, and limited partnerships. A minimum of 4 years' relevant financial services industry experience is required, along with either a STEP/ICSA Diploma or an equivalent...
-
Senior Trust Officer
4 weeks ago
St Peter Port, United Kingdom AP Group Ltd Full timeThe role of Senior Trust Officer at AP Group Ltd involves maintaining and delivering the administration of a portfolio of client cases, while maintaining relationships to provide a high-quality service.You will be responsible for managing a mixed portfolio of company and trust structures, preparing Annual Reviews as required, reviewing account ledgers, and...
-
Senior Trust Officer
4 weeks ago
St Peter Port, United Kingdom AP Group Ltd Full timeJob Title: Senior Trust OfficerJob Summary: We are seeking a Senior Trust Officer to join our team at AP Group Ltd. The successful candidate will be responsible for maintaining and delivering the administration of a portfolio of client cases, while maintaining relationships to provide an overall quality service.Key Responsibilities:Manage a mixed portfolio...
-
Trust Administration Assistant
4 weeks ago
St Peter Port, United Kingdom AP Group Ltd Full timeAbout the Role:We are seeking a highly motivated and organized individual to join our administration team as a Trust Administration Assistant. The successful candidate will work closely with our team to assist in coordinating and managing a portfolio of various structures.Key Responsibilities:Assist in the coordination and management of a portfolio of trust...
-
Senior Trust Officer
4 weeks ago
St Peter Port, United Kingdom AP Group Ltd Full timeJob Title: Senior Trust OfficerJob Summary: We are seeking a Senior Trust Officer to join our team at AP Group Ltd. The successful candidate will be responsible for maintaining and delivering the administration of a portfolio of client cases, while maintaining relationships to provide an overall quality service.Key Responsibilities:• Manage a mixed...
-
Trust Officer
4 weeks ago
St Peter Port, United Kingdom AP Group Ltd Full timeWe are seeking a Trust Officer to join our Jersey administration team. The role involves coordinating and managing a portfolio of structures, including trusts, companies, foundations, limited partnerships, and employee benefit trusts. The ideal candidate will have around 2-3 years of experience and a happy personality.The successful candidate will be...
-
Trust and Company Manager, MENA
3 weeks ago
St Peter Port, United Kingdom HSBC Full timeAt HSBC, we're committed to helping our customers achieve their financial goals. As a key member of our Private Banking team, you'll play a vital role in ensuring that our High Net Worth and Ultra High Net Worth clients receive exceptional service.As an Assistant Trust Manager, MENA, you'll be responsible for managing a portfolio of structures, including...
-
Senior Trust Officer
4 weeks ago
St Peter Port, United Kingdom AP Group Ltd Full timeJob Summary: We are seeking a skilled Senior Trust Officer to join our team at AP Group Ltd. The successful candidate will be responsible for maintaining and delivering the administration of a portfolio of client cases, while maintaining relationships to provide an overall quality service.Key Responsibilities:Manage a mixed portfolio of company and trust...
-
Senior Trust Administrator
3 weeks ago
St Peter Port, United Kingdom AP Group Ltd Full timeAP Group Ltd is seeking a highly skilled and detail-oriented individual to join their private client team as a Senior Trust Administrator.The role involves assisting with the administration of a portfolio of client company and trust structures, including filing and scanning duties, payments, and setting up companies/trusts.The ideal candidate will have a...
-
Senior Trust Administrator
4 weeks ago
St Peter Port, United Kingdom AP Group Ltd Full timeWe are seeking a highly skilled Senior Trust Administrator to join our team at AP Group Ltd. The successful candidate will have a proven track record in managing complex trusts, companies, limited partnerships, foundations, and other financial entities.The ideal candidate will have at least 4 years of experience in the financial services industry and hold a...
-
Trust Administrator, Fiduciary
4 weeks ago
St Peter Port, United Kingdom AP Group Ltd Full timeAP Group Ltd is seeking a skilled Trust Administrator to join their team. As a key member of the team, you will be responsible for the efficient administration of a portfolio of trust structures of varying complexity.You will work closely with clients and intermediaries on a daily basis, attending meetings and dealing with client correspondence and tele...
-
Senior Trust Administrator
3 weeks ago
St Peter Port, United Kingdom AP Group Ltd Full timeJob SummaryA well-established independent trust company based in Jersey seeks a highly skilled Senior Trust Administrator. The successful candidate will join a dedicated team of administrators and assist with managing a portfolio of complex trusts, companies, limited partnerships, foundations, and crypto-related entities. As a key member of the team, he/she...
-
Administrative Assistant, Trust
4 weeks ago
St Peter Port, United Kingdom AP Group Ltd Full timeWe are seeking an Administrative Assistant to join our team at AP Group Ltd. The successful candidate will assist a private client team in the administration of a portfolio of client company and trust structures.The role will involve filing and scanning duties, payments, setting up companies and trusts, and collating CDD documentation. A broad understanding...