Trust Officer
Job Summary
Responsible for the day-to-day administration of a portfolio of client companies and trust structures, ensuring accurate record-keeping, compliance with procedures, and delivery of quality service. Provide support to senior team members as required.
Job Accountabilities:
Client Administration
Manage routine administration of client companies and trusts, including maintaining records and statutory filings.
Prepare standard bookkeeping entries and assist with basic financial reporting under supervision.
Ensure client confidentiality and maintain accurate documentation.
Liaise with intermediaries and service providers for standard queries.
Compliance & Risk
Follow local regulatory requirements and internal compliance procedures.
Report any issues or concerns promptly to senior staff.
Ensure all tasks adhere to Praxis’ risk management policies.
Communication
Respond to client queries in a timely and professional manner.
Maintain clear communication with team members and escalate complex matters when needed.
Personal Development
Participate in training and development opportunities.
Keep up to date with relevant industry practices and regulations.
Minimum Education and Experience
Educated to A level or equivalent.
1–3 years’ experience in fiduciary or administrative roles preferred.
Basic understanding of offshore structures and willingness to learn.
Skills
Strong organizational and time management skills.
Attention to detail and accuracy.
Good communication and interpersonal skills.
Ability to work as part of a team.
- Department
- Private Wealth
- Locations
- Jersey
- Employment type
- Full-time
- Working Status
- Office Based
About Praxis Group
We are an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world.