Our client is experiencing continued growth and is seeking a Trust Officer or Administrator to join their team at a well-established Guernsey-based trust company. In this role, you will be pivotal in providing private wealth services, including family office, trusts, employee benefit trusts, foundations, and company management, as well as individual and company pension administration services. The successful candidate will be responsible for the administration and management of a diverse portfolio of trust and company clients.
Job Duties:
- Manage a portfolio of trust and company clients, involving the creation, administration, and termination of trusts.
- Oversee the preparation of essential documentation, including trust deeds, minutes, resolutions, and reports.
- Ensure the timely distribution of assets to beneficiaries, maintaining accurate and up-to-date records of transactions, investments, distributions, and tax filings.
- Liaise with clients, beneficiaries, legal advisors, and other stakeholders to provide tailored solutions and ensure compliance with relevant regulations.
- Build and maintain professional relationships with clients and professional advisors, responding promptly to inquiries and requests.
- Support client meetings by taking minutes and updating on the status of trust and company arrangements.
- Proactively manage the resolution of client issues to ensure high satisfaction levels.
- Ensure compliance with all relevant regulations set by the Guernsey Financial Services Commission (GFSC) and other applicable laws.
- Assist in preparing periodic reports for regulatory and client review, ensuring administrative processes meet industry standards.
- Conduct due diligence checks, including anti-money laundering (AML) and customer due diligence (CDD) requirements, for new and existing clients.
- Monitor trust and company cases for potential risks and follow appropriate risk management procedures.
- Keep abreast of regulatory developments and legislative changes, ensuring best practices are followed.
- Continue to develop personal knowledge through professional training and industry certifications (e.g., ICSA, STEP).
Job Requirements:
- A minimum of A-levels or equivalent; a relevant degree (e.g., law, business, or finance) is advantageous.
- Ideally, working towards professional qualifications such as ICSA, STEP, or similar.
- A minimum of 2–3 years of experience in trust and company administration for the Administrator level, and 3-5 years for the Officer level, preferably within the financial services or fiduciary industry.
- Solid understanding of local and international regulations governing trusts and pensions.
- Experience with pension scheme management (defined contribution) and working with clients across various sectors.
What You’ll Love:
At our client’s organisation, you will find a culture of inclusivity and collaboration, alongside a remarkable benefits package that includes pension contributions, private healthcare cover, and discretionary bonuses. The firm is committed to helping staff reach their full potential through training and development opportunities, often covering the costs of relevant professional qualifications and providing study leave. If you are looking for a workplace that encourages making a positive impact within the organisation and the wider community, this could be the perfect fit for you.
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