Trust and Company Admin Jobs in Guernsey

Senior Trust Officer

Job Ref: LF 21101
Posted: 2019-05-10
Leapfrog Jobs

Our client, a specialist in wealth management, is seeking to recruit a Senior Trust Officer.


Guernsey, Channel Islands


Develop working relationships with clients, intermediaries and internal contacts to maximise client retention.
Manage a mixed portfolio of company and trust structures.
Maintain the highest level of trust and company administration in order to minimise business risk and to adhere to a culture of compliance with policies, appropriate risk management, and use the principle of treating customers fairly (TCF) where applicable.
Prepare minutes and resolutions as required.
Ensure individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business.
Demonstrate an understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business.
Contribute and achieve personal and team targets reviewing at monthly intervals throughout the year with the Team Leader.
Work within the team to help identify areas for improvement.
Mentor new members of staff on systems and company policies and procedures and assist with the training of junior and new staff.
Support team and act as back up where required.
Develop and sustain a broad technical knowledge across products and services of the Bank to ensure business is supported.
Update personal knowledge of intermediary and the wealth management market, ensuring that the reputation of the company s is upheld to the highest level possible in terms of compliance and reputation internally and externally and to give continuous consideration to treating customers fairly.
Attend client meetings as required and maintain full, accurate files and notes of all meetings, calls and conversations using company systems to store.

Skills / Qualifications

The ideal candidate will have a minimum of 10 years' relevant trust and company experience and will hold a relevant qualification such as Associate of the Chartered Institute of Secretaries and Administrators, Diploma in Offshore Finance and Administration (pre-professional), STEP Diploma in International Trust Management or Associate of the Chartered Institute of Bankers/IFS or Trustee Diploma. However, candidates with a Diploma in Trust and Estate Practice will be welcomed. The applicant will have a good understanding of relevant laws of the local jurisdiction and the basic features of the different types of investment product. The successful candidate will have a knowledge of business procedures, standards, policies and procedures and a working knowledge of Microsoft packages including Excel, Outlook and Word. The role will suit someone with good numeracy and communication skills and the ability to understand routine documents in addition to dealing with conflicting demands under pressure.

How To Apply

For further details please call 711188, or email
If you wish to apply for this role, please submit your CV via the Apply Now button below.