Assistant Trust Manager, Client Support Services

at  HSBC

Job description

SOME CAREERS SHINE BRIGHTER THAN OTHERS.

If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
As an HSBC employee in the Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution.
We are currently seeking a high calibre professional to join our Trust and Fiduciary Services (TFS) team in Jersey (Channel Islands) as a Client Support Services “CSS” Assistant Manager. The role holder will assist the CSS Team Managers and support the team to achieve the highest standards in trust & fiduciary services to create continuous value to our customers. Note this is a non-client facing role.
The TFS business in Jersey is the primary centre for the management of planning solutions for Ultra High Net Worth clients based in one of GPB’s key growth markets, the Middle East, with significant connectivity across Asia and the UK
The Client Support Services (“CSS”) team plays a crucial role in the end-to-end customer journey, supporting the Trust Relationship Manager in handling trustee administrative services and is responsible for the coordination and completion of key operational activities including trust distributions and payments, bank and investment account opening, third party appointment, Registered Office/Registered services, trust documentation, ad-hoc/special projects, and data maintenance control.
This is a fantastic opportunity to work within a dynamic team which is at the centre of all operational and transactional activity within HSBC’s Trust operation in Jersey, whilst working for one of the world’s largest and most stable financial institutions.

IN THIS ROLE, YOU WILL HAVE:

• Supervisory responsibilities assisting the Managers of a small team including checking and approving tasks via NavOne workflows and allocating of workload amongst team members when required. Assisting the Managers in ensuring tasks are delivered within the internal service level agreements and parameters defined according to the relevant structure requirements. Deputising when cover is required.
• Apply high technical knowledge and broad experience to Prepare minutes/ resolutions/ other related documents/payments/distributions and execute as authorised signatory.
• Support with end-to-end account opening process for internal (HSBC) as well as external third-party banks and investment managers.
• Assist with appointment of Third-Party Service Providers and Associated Persons and the maintenance of data records.
• Observe and reinforce internal control policies and procedures and statutory guidelines as applicable to the role.
• Assist in ad hoc projects.
• Prepare Statutory filing.
• Work with internal stakeholders, global offices, and local agents independently
• Collaborate with other departments to facilitate delivery of administration service to customers.
• Train and empower the members of the team on key processes, while ensuring reinforcement of internal control policies and procedures and statutory guidelines as applicable to the role.
• Support TFS ’s objective to have a globally consistent Global Operating Model including the implementation and ongoing upkeep of procedures.
  Requirements

TO BE SUCCESSFUL IN THIS ROLE YOU SHOULD MEET THE FOLLOWING REQUIREMENTS:

• Trust administration and/or Company secretarial experience gained in sizable professional firm at supervisory level.
• Experience to include knowledge in trust deed and trust structure as well as trust and tax laws, accounting, investments, and properties is essential.
• Member of ICSA/STEP would be preferable
• NavOne experience is desirable
• Meticulous with a keen eye for detail
• Effective communication skills, both written and spoken
• Fast learner with a positive attitude
• Strong integrity, disciplined work ethics, self-motivated and ability to work under pressure
• Team player with good interpersonal skills