Wealth Management, International Trust Services - Jersey, Channel Islands Trust Analyst, Sr. Associate
Core
Support the day-to-day administration of trust and corporate structures for wealthy clients in Asia, Latin America, and EMEA, ensuring timely execution and strong governance.
Role type
Sr. Associate Trust Analyst (Fiduciary Services)
Builds
Trust and corporate structures for high-net-worth individuals
Domain
Private Banking / Wealth Management / International Trust Services
Deliverable
client delivery
Required skills
fiduciary administration, trust document processing, transaction processing, client liaison, compliance and risk management, financial statement preparation, project management
Preferred skills
STEP qualification, MS Office proficiency, adaptability to new systems
Technologies
trust administration systems, MS Office
Responsibilities
Partner with Trust Officers to prepare and execute trust administration documents; process transactions including distributions and transfers; liaise with client-facing teams and internal operations; assist in fiduciary reviews and compliance tasks; prepare financial statements and fee billing entries.
Seniority
Senior, hands-on IC