Senior Trust Officer

Our client is seeking a Senior Trust Officer who will take an active role within a team of trust and company administrators, collaborating closely with Trust Managers and Directors to deliver high-quality service in the administration of a diverse portfolio of Trust, Company, and Private Client relationships. The successful candidate will be an organiser, communicator, and finisher, demonstrating a strong commitment to client satisfaction and attention to detail. This role offers the opportunity to manage a portfolio of clients, ensuring thorough knowledge of their affairs, maintaining detailed client records, and completing all financial transactions with accuracy. The Senior Trust Officer will be responsible for addressing complex matters with minimal guidance while ensuring that client funds are managed effectively and efficiently. This role may also require direct client interaction, including face-to-face meetings with clients and intermediaries. This is a full-time position requiring Guernsey Right to Work Status.

Job Duties:

• Administer Trust, Company, and other Private Client relationships according to relevant agreements and terms of engagement.
• Make distributions to beneficiaries as required.
• Draft trust and company minutes and communication with clients.
• Maintain and update Client Due Diligence documentation.
• Complete Annual Trust and Company Reviews.
• Efficiently file documents using best practices.
• Prepare annual validations as needed.
• Liaise with settlors, beneficiaries, investment managers, bankers, lawyers, and other related professionals.
• Assist with Company Secretarial functions, including share transfers and updating records for changes in directors and secretaries.
• Collaborate with Directors, Managers, and Administrators on projects and ad hoc assignments.
• Maintain a strong knowledge of company secretarial, compliance, and anti-money laundering practices.
• Prepare meeting documents for client meetings as necessary.
• Perform any other duties as required.

Job Requirements:

• Qualified/part qualified or willing to undertake studies for professional qualifications such as STEP, ICSA, ACCA, or ACA, or possess extensive experience in trust and company administration.
• Proven experience in a Trust Administration role is essential.
• Enthusiastic and able to manage time effectively with excellent organisational skills.
• Strong oral and written communication skills are a must.
• Exceptional interpersonal skills with a preference for working in a busy team environment.
• Proficient in using a comprehensive IT package, including electronic filing systems and a flexible database.

What You’ll Love:

This role offers the chance to contribute significantly to a respected organisation in maintaining and enhancing its reputation. Working within a collaborative environment, you will be afforded opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation places high value on professional growth, providing ample training and career development opportunities.

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