FTC - Trust Manager
Job Ref: LF
26897
Posted: 2023-09-13
This is a 6 month contract for a Trust Manager to support the business in executing and managing relationship exits and work closely with the Client Service Team.
Location
Guernsey,
Channel Islands
Responsibilities
Duties will include, but are not limited to;Responsibility for the maintenance of the Relationship Exits Tracker, to ensure the data is kept up to date in terms of the progress made.
Liaising with clients, advisors, accountants, etc and Group departments to obtain necessary information and documents.
Preparing all correspondence, minutes, resolutions and ancillary documents required to achieve the relationship exit
Liaising with lawyers, where required, in respect of the drafting of documentation where this cannot be prepared in-house
Updating the database, Navone, and document management system, Laserfiche, as required to ensure all records of the relationship exit are maintained.