Our client is seeking a Senior Trust and Company Officer to join their team, where they provide private wealth services, including family office, trust management, employee benefit trusts, foundations, and company management. In this role, you will be instrumental in upholding the company’s standards concerning client service, governance, regulatory compliance, and risk management. You will act as a trusted point of contact, support or mentor less experienced colleagues, and escalate any significant issues to the relevant directors, compliance, or senior management promptly.
Job Duties:
Take primary responsibility for a complex portfolio of trusts and companies, including establishment, ongoing administration, restructuring, and termination.
Review documentation such as letters of wishes, agreements, and client instructions, identifying relevant fiduciary, legal, tax, commercial, and reputational considerations prior to any actions.
Prepare and review documentation including minutes, resolutions, trustee decisions, agreements, reports, and correspondence, ensuring a proper audit trail is maintained.
Coordinate meetings and transactions, overseeing asset acquisitions and disposals, investments, distributions, and other payments to ensure timely and authorized actions.
Maintain accurate and up-to-date statutory, accounting, tax, and administration records, ensuring all periodic reviews and filings are completed diligently and within deadlines.
Manage cash requirements, fees, debtors, and service provider activities across the portfolio, engaging with investment managers, banks, accountants, lawyers, tax advisers, and other specialists as necessary.
Build and maintain strong relationships with clients, beneficiaries, and professional advisers based on responsiveness, discretion, and technical credibility.
Develop a thorough understanding of each structure’s purpose and expectations to provide proactive and tailored administration.
Lead or support client, trustee, and board meetings; prepare agendas and papers and ensure accurate recording of decisions and completion of actions.
Ensure compliance with applicable legislation, regulatory requirements, and the company's policies and procedures across all portfolio activities.
Job Requirements:
A minimum of A-levels or equivalent educational qualifications; a relevant degree in law, finance, business, or a related field is advantageous.
A relevant professional qualification such as STEP, CGI/ICSA, or ACCA is strongly preferred; candidates well-progressed towards such qualifications may also be considered.
At least five years of relevant experience in trust and company administration within the fiduciary or financial services sector, demonstrating responsibility for a portfolio of clients and complex structures.
Strong understanding of trust and company administration, fiduciary principles, corporate governance, and the regulatory and AML/CFT framework applicable to a Guernsey fiduciary business.
Proven experience in managing client relationships and coordinating with professional advisers in a timely and effective manner.
What You’ll Love:
You will have the opportunity to work in a collaborative environment that values the calibre of its staff and teamwork. Our client offers a comprehensive benefits package, including pension contributions, private healthcare, and discretionary bonuses. The company is committed to supporting staff in reaching their potential through training and development opportunities, including coverage of costs and provision of study leave for relevant professional qualifications.
Could this be the right opportunity for you? If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face-to-face, via Microsoft Teams or by telephone, whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.
