Job Description
Qualifications Required:
Holds a Category C qualification or working towards a relevant professional qualification (ICSA/STEP Diploma)
Key Responsibilities
- Manage a portfolio of clients of the Baccata Group and ensure those clients are administered in accordance with the terms of the trust deeds and/or corporate documents as applicable and professional legal/tax advice given.
- Attending client meetings and preparing file notes of the same.
- Liaising directly with clients, intermediaries, investment managers, bankers and advisors.
- Assist in the generation of new business enquiries.
- Meets or substantially meets all the key skills and experience requirements listed below
- Undertake client file reviews.
- Ensure that all action points arising from reviews and risk escalations are managed proactively.
- Preparation of minutes.
- Monitoring of clients’ cash requirements.
- Preparation of client reviews having regard to CDD.
- Respond to and follow up client queries and communications.
- Regular review and responsibility for collection and chasing outstanding aged debts in liaison with the finance department.
- Provide guidance and support to the administrators of the team.
- To sit on one or more committees or sub committees that may be introduced by the board to facilitate the good governance of the Baccata Group of Companies.
- Comply with internal policies and procedures as well as current legislation in respect of the current TCB Codes of Practice.
- Ensure that all clients are administered in accordance with the PPM and AML Manuals.
- Attend CPD training in accordance with regulatory requirements and ensure that the same is adequate and relevant to the role and this job description.
- Any other reasonable task we ask you to perform from time to time.
- Abide by Baccata Group policies and procedures, AML training as amended from time to time.
- Action any tasks required by the Baccata board or committee of the board within the timeframe agreed by the board or committee.
Key skills and experience requirements
- A minimum of 5 years’ experience working in a Private Client role within the Jersey trust industry, with a minimum of 3 years at Administrator/Senior Administrator level.
- Must have entitled to work status in Jersey (i.e. minimum 5 years in Jersey).
- Fully qualified to meet Category C requirements as described in the JFSC Codes of Practice for TCB.
- Good organisational and communication skills.
- An understanding of Jersey trust, company, foundation and limited partnerships law and other related legal and regulatory requirements as well as a working knowledge of relevant UK tax issues, financial markets and the world economy.
- A general awareness of risk issues in the context of fiduciary responsibilities.
- Motivated and driven with an ability to work under pressure to tight deadlines.
- A willingness to travel as business needs dictate.
Pension Scheme
Available to employees after passing probation.
It is a contributory scheme and staff may contribute any amount of their salary. Baccata will match the employee’s contribution up to 5% with a cap of £416.67 per month
Private Medical Insurance
Available to employees after completion of probation -Private Medical Insurance (Moratorium underwriting) with Optical/Dental cover.
Income Protection
Available to employees after completion of 3 months probation– deferred period is 13 weeks. Participants will receive 75% of basic salary – (this does not include any bonus or overtime received during the year).
Death In Service
Following completion of probation (4 x salary)
DSE Testing
Eye test available annually at optician of choice – Baccata pay for test, basic frames and glasses if needed.
Monthly Upper Body Massage
Gym – Baccata pay the joining fee and have secured a corporate rate of £45.99 per month payable by employee