Our client is seeking a full-time Trust Manager to join their team in Guernsey. This pivotal role involves the day-to-day management and oversight of a diverse portfolio, including trusts, companies, and other structures, catering to both routine and complex arrangements. In this role, you will mentor and support the trust administration team, ensuring compliance with relevant laws and guidelines. You will also liaise with clients and intermediaries to develop strong relationships and facilitate effective communication. The position is ideal for someone looking to thrive in a fast-paced environment while delivering exceptional service to international clients across various asset classes.
JOB DUTIES:
- Oversee the daily operations of a trust administration team’s portfolio, ensuring efficient management of client engagements.
- Ensure compliance with all procedures, laws, regulations, and practices related to client and non-client matters.
- Liaise with internal departments regarding accounting, taxation, and operational issues that may arise.
- Engage with clients and intermediaries through various communication channels to address their needs and inquiries.
- Attend client and intermediary meetings to foster relationships and provide necessary support in the absence of the relationship principal.
- Assist junior team members with queries and help facilitate their professional growth and problem resolution.
- Act as a ‘B’ signatory for the trust administration team, ensuring proper oversight and compliance.
- Provide coverage for other teams and department managers when necessary to ensure continuity of service.
- Identify opportunities for efficiency improvements within the trust administration processes and implement necessary changes.
- Manage a trust administration team, guiding sub-team leaders and ensuring effective delegation of workloads.
- Facilitate training for team members to enhance their capabilities in their roles.
- Support sub-team leaders in managing daily workloads and meeting departmental deadlines.
- Conduct appraisals and probation reviews for team members, providing constructive feedback and support.
- Escalate issues to the Client Director when appropriate, maintaining open channels of communication.
- Ensure that all team members meet efficiency targets and departmental key performance indicators (KPIs).
- Resolve conflicts within the team effectively, escalating when necessary to maintain a harmonious work environment.
JOB REQUIREMENTS:
- Educated to ‘A’ Level standard or equivalent.
- A minimum of 8 years’ relevant experience in a trust administration or similar role is required.
- Possession of a relevant professional qualification such as a STEP Diploma, ICSA Diploma, or equivalent is essential.
- Strong standard of business writing and numeracy skills to ensure clarity in documentation and reporting.
- Demonstrated experience in managing an administration team and overseeing a personal portfolio of clients.
- Excellent communication skills, with the ability to convey knowledge effectively to clients and colleagues.
- Proven capability in managing and maintaining client relationships, in line with expected KPIs.
- Ability to take responsibility for tasks, manage workloads effectively, and meet deadlines consistently.
- Knowledge of the legal and regulatory frameworks operating in Guernsey and other jurisdictions, including anti-money laundering provisions.
- Technical competence in fiduciary matters, encompassing trusts, companies, pensions, and related structures.
- Strong critical analysis and problem-solving abilities to enhance the quality of work and efficiency levels.
- Capacity to swiftly assess situations, identify potential issues, and propose viable solutions.
WHAT YOU’LL LOVE:
This role provides a competitive salary and comprehensive benefits package, including opportunities for professional development and career progression. You will thrive in a supportive and collaborative environment where your contributions are valued, and you can engage with a variety of international clients. Additionally, our client promotes a culture of teamwork, ensuring that everyone feels heard and respected while fostering an enjoyable workplace atmosphere.
Could this be your next move? Submit your CV confidentially to our friendly and dedicated recruitment team by clicking here.
