Trust Reporting Officer

JOB DESCRIPTION

Trust Reporting Officer

St Helier, Jersey - on site

We're committed to your flexibility and wellbeing. You'll experience this through our supportive approach, continuous learning opportunities, empowerment in your role and the ability to balance work and life. Find out more about our culture of flexible working.

We offer you a World of possibilities

Empower employees and secure futures: Be at the heart of how companies reward and retain their top talent. We act as trustee for employee benefit trusts, offering a range of share ownership plans that motivate and engage workforces. From straightforward all-employee schemes to complex senior executive packages, you'll ensure these plans run smoothly.

Go beyond borders: Our expertise extends to offshore trusts and companies. These structures help individuals plan their financial futures and achieve a variety of goals. You'll play a key role in administering these trusts and companies, ensuring everything runs efficiently.

A role you will love

Ensure client financial accuracy: You'll be the guardian of our clients' financial health. Your keen eye for detail ensures cash, stock, and tax records are meticulously reconciled and reported on. This empowers us to deliver exceptional service that meets all agreements.

Become a financial asset: Your expertise will play a crucial role in fulfilling regulatory requirements for trusts and companies. This ensures our clients operate with complete transparency and peace of mind.

• Be the master of accuracy: Ensure smooth financial operations by reconciling cash, stocks, loans, and taxes. You'll work with internal teams and clients to resolve any discrepancies quickly.
• Become a client champion: Set up new trusts efficiently, liaising with clients and teams to ensure accurate financial records.
• Streamline processes: Develop internal tools and templates to help the team work smarter and faster.
• Knowledge powerhouse: Stay up-to-date on relevant information and share your expertise by training colleagues.
• Ensure happy endings: Close trusts smoothly and handle client inquiries with a focus on satisfaction.

• Know the ropes: Possess a strong understanding of trust and company administration, including Jersey regulations (JFSC) and international best practices.
• Be ready to contribute from day one: Bring prior experience in trust and company bookkeeping, reconciliations, and tax matters.
• Sharp mind & organized style: You have a keen eye for detail, can juggle multiple tasks, and meet deadlines efficiently.
• Team player & communicator: Collaborate effectively with colleagues and clients, both verbally and in writing.
• Tech-savvy: Proficiency in Microsoft Office Suite is a must (Excel, Outlook, Word). CAT qualification is a plus.
• Bonus points: Experience with Jobstream software is a welcome benefit.