Our client is seeking a dedicated Trust Officer to manage a designated portfolio of trusts and corporate structures. This full-time role involves a variety of administrative and relationship management responsibilities aimed at ensuring the smooth operation of trust processes and maintaining robust client relationships. You will play a vital role in the day-to-day administration, management, and control of client portfolios, working collaboratively with colleagues to deliver exceptional client service.
Job Duties:
- Manage day-to-day administration and routine processing, including cash management and payments.
- Exercise discretionary powers and maintain statutory and other relevant records.
- Review and monitor investment portfolios in line with established policies and procedures.
- Proactively coordinate with team members to ensure timely delivery of client data.
- Record chargeable time accurately against clients and ensure invoices are raised and paid promptly.
- Monitor and follow up on aged debtors for timely payment.
- Serve as the primary and backup relationship manager for various clients, enhancing client satisfaction and engagement.
- Participate in client meetings, preparing documentation and following up on action points.
- Communicate effectively with clients and team members, addressing issues and escalations to management as needed.
- Set objectives, monitor performance, and provide training and feedback to team members.
- Maintain compliance with regulatory requirements, including CDD and suspicious transaction reporting.
Job Requirements:
- A minimum of four to five years of relevant experience within the trust sector.
- Final stages of a professional qualification, such as ICSA certificate or STEP Foundation.
- Strong commitment to a career in trust and company administration.
- Proficient knowledge and experience in offshore trust and company administration.
- Excellent written and verbal communication skills.
- Intermediate proficiency in MS Word, Excel, and Outlook.
- Strong team orientation with flexibility to adapt to business needs.
- Analytical and detail-oriented with exceptional personal organisation and time management skills.
- Ability to prioritise tasks in a deadline-driven environment while maintaining accuracy.
- Familiarity with Guernsey’s regulatory environment.
What You’ll Love:
At our client's organisation, you will be part of a supportive team that values personal growth and development. You will have opportunities to broaden your skills while working in a dynamic environment that prioritises compliance and excellence. Your contributions will be recognised and valued, paving the way for a rewarding and fulfilling career in trust administration.
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