Trust Officer / Senior Trust Officer, Guernsey

Our client is a leading independent private client firm with a prestigious history in Guernsey dating back to the 1970s. As a director-led organization and an accredited STEP Platinum Employer Partner, they have cultivated a reputation for being a firm of "individually expert, collectively exceptional" professionals. They offer a progressive environment that balances the "freedom and agility to act in the moment" with a deep commitment to long-term legacy planning for their global clientele. The Role This permanent position is designed for an experienced Trust professional dedicated to delivering service excellence to a defined portfolio of clients. You will be integrated into a friendly, forward-thinking team responsible for the day-to-day administration of complex structures. Key Responsibilities: • Portfolio Management: Overseeing the set-up and maintenance of statutory records and client databases, ensuring accurate shareholder and beneficial owner information. • Financial Administration: Ensuring bookkeeping accuracy, managing bank account openings/closings, and monitoring cash balances in line with Investment Review Committee recommendations. • Investment & Tax Oversight: Reviewing various asset categories, maintaining Investment Policy Statements, and ensuring all structures are managed in accordance with professional tax advice. • Client Engagement: Attending client meetings and preparing all necessary documentation to fulfill client instructions. • Team Development: Providing guidance to junior staff, reviewing work for accuracy, and sharing technical knowledge to mitigate risk. About You The ideal candidate will demonstrate a proactive approach and a commitment to maintaining high professional standards. • Technical Expertise: Sound technical knowledge within the Trust arena, including familiarity with registry requirements, corporate governance, and tax compliance. • Qualifications: You should be professionally qualified (STEP or CGI) or currently working towards these designations, with a commitment to ongoing CPD. • Communication Skills: Excellent written and verbal communication skills, with the ability to build effective relationships both internally and externally. • Problem Solving: The ability to analyze complex issues and suggest appropriate solutions that align with business objectives and client service excellence. Why Consider This Move? Beyond joining a firm that views its people as its "most valuable assets," you will benefit from a culture that actively promotes well-being and professional growth. The package includes: • Flexible Working: Modern "dress for your day" and flexible working policies. • Professional Support: Full financial backing and study leave for your professional qualifications. • Comprehensive Benefits: Performance-based bonuses, top-tier health insurance, and green initiatives like free e-bike use. • Inclusive Culture: A workplace that champions equality, diversity, and inclusion, ensuring every team member feels they belong.