Our client is seeking an Assistant Manager, Trust, to join their fiduciary services team on a full-time, permanent basis. The role will involve the day-to-day administration and oversight of a portfolio of trusts and corporate structures. This is a hands-on position ideal for an experienced trust professional ready to take the next step in their career by combining technical excellence with leadership responsibilities.
Job Duties:
- Manage the day-to-day administration of a portfolio of trust and company structures
- Oversee routine processing, including cash management, payments, and exercise of discretionary powers
- Maintain accurate records and monitor investment portfolios
- Act as primary or backup relationship manager for clients, building strong relationships and identifying opportunities for development
- Prepare and attend client meetings, following up on agreed actions
- Supervise and support junior staff by setting objectives, monitoring performance, and delivering on-the-job training
- Ensure all client review action points are followed up and completed
- Ensure client due diligence documentation is maintained and up to date
- Record chargeable time accurately and issue invoices in a timely manner
- Monitor aged debtors and follow up on outstanding payments
- Manage personal workload effectively, prioritising tasks to meet deadlines
- Support self-development and contribute to knowledge sharing within the team
Job Requirements:
- Minimum of four years’ relevant experience in trust administration
- Final stages of a relevant professional qualification (e.g. STEP Foundation or ICSA certificate)
- Strong technical knowledge of offshore trust and company administration
- Excellent written and verbal communication skills
- Proficient in Microsoft Word, Excel, and Outlook
- Strong organisational and time management skills
- Ability to delegate tasks and monitor progress effectively
- Detail-oriented with sound analytical skills
- Flexible and collaborative team player
- Knowledge of Guernsey’s regulatory environment
- Proactive approach to problem solving and task execution
- Willingness to learn and support the development of others
What You’ll Love:
Our client fosters a collaborative and supportive working culture with a focus on career development. With a strong reputation in the fiduciary sector, they offer a rewarding environment for professionals who are passionate about delivering high-quality service and making a meaningful contribution to client success.
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