A well-established financial services provider is seeking an experienced Trust Officer to take responsibility for a designated portfolio of trusts and corporate structures, ensuring high-quality client service and regulatory compliance. Key Responsibilities • Manage the day-to-day administration of trusts and corporate structures, including cash management, payments, exercising discretionary powers, and maintaining statutory records. • Oversee the review and monitoring of investment portfolios in line with company policies and procedures. • Act as a primary or back-up relationship manager, fostering strong and lasting client relationships. • Ensure accurate recording of chargeable time, prompt invoicing, and follow-up on aged debtors. • Participate in client meetings, prepare documentation, and follow up on action points. • Support the team by delegating tasks, providing feedback, and ensuring training needs are met. • Maintain compliance with CDD, AML, and regulatory requirements, escalating concerns when necessary. • Promote efficiency and teamwork while contributing to process improvement initiatives. Skills and Experience Required • Minimum of four to five years’ relevant experience in trust and company administration. • Near completion of a relevant professional qualification such as ICSA or STEP Foundation. • Strong knowledge of offshore trust and company administration practices and Guernsey’s regulatory environment. • Excellent organisational, analytical, and communication skills. • Proficiency in MS Word, Excel, and Outlook at an intermediate level. • Ability to work accurately under pressure, prioritise effectively, and meet deadlines. • A proactive, adaptable approach with a commitment to continuous learning. What’s in It for You? • Opportunity to work within a highly reputable financial services organisation. • Varied and challenging role with a strong focus on client relationship management. • Supportive team culture with opportunities for professional development.
Trust Officer, Guernsey
Guernsey
Full Time
Permanent
Agency Listing
Trust
Seeker Insight
Login to see extended details such as date listed.