Trust Portfolio Manager

7 days ago


St Peter Port, United Kingdom AP Group Ltd Full time
Job Title: Trust Portfolio Manager

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


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