Senior Trust Administrator

A powerful combination

It’s never been a more exciting time for our organisation. Tricor and Vistra have now merged to form one organisation, which means we’re now a powerhouse of over 9000 colleagues in 50+ jurisdictions across the globe. We’re seizing the opportunity to create a purpose-led organisation that will unlock significant value for our business, our clients, and our people. 

Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey!

We have an exciting opportunity for you to join our team as a Senior Trust Officer based in our Channel Islands business. Reporting to the Senior Manager Private Clients, this full-time and permanent position is based in our Jersey office and offers the opportunity to expand your Trust and service delivery experience, allowing you to make a significant impact to our Private Wealth business and its' growth.

The role will:

• Be responsible for supporting a set of Private Wealth client relationships and manage day-to-day service delivery needs, in accordance with the departments’ service standards and company policies and procedures.

• Proactively support the client relationship manager develop their existing client relationships and support where appropriate your team with new business commercial activities to develop new relationships.

Purpose of the Role:     

• To be a B or C level Authorised Signatory of Vistra Nominee Companies as required
• To support where appropriate the Jersey owner who has  responsibility for the service delivery of the Service;
• To assist with the profitability and financial performance of the Service;
• To assist with the creation and meeting of industry beating SLAs, plus the KPI's to monitor performance against them for the Service;
• To assist with the process owner for the Service where required;
• To support sector heads with the client net promotor score.

Scope

You will:

• be responsible for the service delivery to your clients or team clients, of all services sitting within the Service Family as more clearly defined in the Vistra Service Navigator;
• Support client relationship managers with  the achievement of revenue targets for the Service;
• Support client relationship managers with  the achievement of EBITDA targets for the Service;
• Support the business owner on any projects relevant to the Service where required;
• Support with  the creation, achievement, enhancement and reporting of all SLAs relevant to the Service for your clients.

Key Responsibilities   

• Support the  ongoing contractual relationships and the operational delivery of services to clients for an account or group of accounts.
• Serve as a primary or general point of contact for your or teams client relationships and ensure client satisfaction.
• Support  the delivery of contracted services to clients to ensure that SLAs (service level agreements) and KPIs (key performance indicators) as defined in the relevant contracts are met or exceeded.
• Ensure all work performed is invoiced on time and in line with client contracts.
• Support relationship managers and  the finance function for any outstanding client debt.
• Work with your team to ensure we build and maintain strong relationships with clients as well as other teams and provides day-to-day assistance, advice and support.
• Ensure you maintain the appropriate level of technical expertise, qualifications and experience to provide the Service and ensures this remains up to date through CPD
• Where appropriate promote the organisation's capabilities to clients, identify sales opportunities to be forwarded to the relationship managers and achieve contract extensions or additional business within the account(s).
• Support head of Service delivery for  the function  to ensure the improvement of our total service delivery to clients.
• To participate and be involved in both regional and group initiatives and projects relevant to the Service where appropriate.

SLA Management

• Flag anticipated SLA issues in a timely manner to your line manager or the Service Delivery Lead  so that a resolution can be agreed.

Compliance

• Works closely with Internal audit/compliance to improve and maintain strong control environment.
• Works closely with key stakeholders (e.g. Legal, Risk and compliance) to ensure that all processes remain compliant.
• Ensures the compliant use and ongoing monitoring of supplier relationships required to the deliver the Service

Signing Powers

• ‘B or C’ signatory of Vistra Trust Company (Jersey) Limited as appropriate 

Relevant Experience & Skills                                 

Communication:

• Ensure  clear and effective communication with department and across Vistra;
• is a strong communicator to various stakeholders, including colleagues, clients, auditors and suppliers.                                                                                                                            

Attributes / Technical Skills:  

• Good  written and verbal communication.
• Customer service oriented with a passion for consistently exceeding client expectation.
• Good knowledge of software packages, i.e. Microsoft Office.
• Good knowledge of relevant regulatory requirements and standards.

Professional Qualifications / Relevant Experience

• Ideally 2 years relevant experience Ideally to hold or willing to study towards a JFSC Table 5 qualification

Education:   

• Relevant professional qualification, ideally A level or equivalent

Company Benefits: 

• Hybrid working
• 25 days holiday
• Private Medical Insurance
• Pension 5% employer with an additional 2% matching.
• 4 x Life Assurance
• Private Health Insurance
• £200 Wellbeing subscription
• 1 professional subscription per year
• Flu inoculations offered once a year in the Autumn
• Discretionary Bonus

If you are excited about working with us, we encourage you to apply or have a confidential chat with one of our Talent Acquisition team members. Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey!