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Senior Trust Officer

Guernsey
Permanent
Our client seeks a Senior Trust Administrator to join their Guernsey office.
Role Profile:  The Senior Trust Officer will play an active role in a team of trust and company administrators working closely with Trust Managers and Director to deliver consistently high-quality service in the daily administration of a portfolio of Trust, Company and Private Client relationships.
 
Duties and Responsibilities:
  • Administration of Trust, Company and other Private Client relationships
  • Make distributions to beneficiaries
  • Draft trust and company minutes and correspondence to clients
  • Maintain and update Client Due Diligence
  • Complete Annual Trust and Company Reviews
  • File documents using efficient filing techniques
  • Prepare annual validations
  • Liaise with settlors, beneficiaries, investment managers, bankers, lawyers and other related professionals
  • Assist with Company Secretarial functions by taking part in the transfer of shares and update records for changes in directors and secretaries
  • Assist Directors, Managers and Administrators with projects as and when required
  • Assist with projects and ad hoc assignments as and when required
  • Maintain a good knowledge of company secretarial, compliance and anti-money laundering practice
  • Assist with the preparation of meeting documents for client meetings
  • Such other duties as may be required from time to time
 
Key Skills and Experience:
  • Qualified/part qualified or willing to undertake study for a professional qualification such as STEP, ICSA, ACCA or ACA or alternatively many years of trust and company administration experience
  • Proven experience within a Trust Administration role
  • Enthusiastic
  • Excellent time and organisational skills
  • Excellent oral and written communication skills
  • Strong interpersonal skills
  • Enjoyment of working within a busy team within and contributing to the efficient operation of the portfolio
  • Ability to work with a comprehensive IT package including electronic filing of correspondence and permanent records and use of flexible database system
Your specialist: Debbie Amankwa
Quote job ref: 13836

Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.