Our client is seeking a confident and experienced trust professional to take on a key role in the delivery of high-quality fiduciary services. You will join a supportive environment where professional development and collaboration are strongly encouraged, and where you will have the opportunity to work closely with clients and intermediaries on a daily basis.
Location
Guernsey,
Channel Islands
Duties for this role include, but are not limited to:
- Managing the day-to-day operations of a portfolio of trust and company clients.
- Attending client meetings and responding to queries from clients, beneficiaries and settlors.
- Liaising with intermediaries and advisors, drafting legal and corporate documentation.
- Preparing minutes, resolutions, statutory returns and maintaining statutory records.
- Processing bookkeeping entries and invoicing client entities.
- Supporting operational development, including precedent documents, policies and best practices.
- Ensuring full compliance with statutory and regulatory requirements, in line with internal procedures.
- Meeting CPD obligations and pursuing ongoing professional development.
- Contributing to business development initiatives and internal committee participation.
- Providing ad hoc support to Directors to maintain efficient office and client operations.
Skills / Qualifications
The ideal candidate will have around 3 years' experience in trust and company administration and be qualified to a relevant professional level. Strong communication and relationship-building skills are essential, along with a diligent and client-oriented approach. A 'B' signatory status and the ability to manage complex client matters independently will be expected. A collaborative mindset, attention to detail, and a proactive attitude towards continuous improvement will be key to success in this role.
For a full job description or further information on this role please call , or email .