Senior Trust Officer
Job Ref: LF
41455
If you've built substantial trust and company administration experience and are ready for greater responsibility, this role offers an interesting next step. You'll manage complex client structures, coordinate transactions and work closely with professional advisers while maintaining high standards of governance and client service. You'll also play an important role in supporting the wider team.
Location
Duties for this role include, but are not limited to:
- Manage a complex portfolio of trust and company structures, including establishment, ongoing administration, restructuring and termination.
- Review governing documents, client instructions and agreements, identifying relevant fiduciary, legal, tax and commercial considerations.
- Prepare and review minutes, resolutions, trustee decisions, agreements and correspondence.
- Coordinate client, trustee and Board meetings, ensuring decisions and actions are accurately recorded and completed.
- Oversee asset acquisitions, disposals, investments, distributions, loans and payments.
- Maintain accurate statutory, accounting, tax and administration records.
- Ensure periodic reviews, statutory filings and other deadlines are met.
- Manage cash requirements, client fees, debtors and service-provider arrangements.
- Build and maintain strong relationships with clients, beneficiaries and professional advisers.
- Liaise with banks, investment managers, accountants, lawyers and tax advisers.
- Ensure compliance with Guernsey fiduciary legislation, regulatory requirements and internal procedures.
- Oversee client onboarding, CDD, risk assessments and ongoing monitoring requirements.
- Identify and escalate fiduciary, regulatory, operational and reputational risks.
- Support regulatory submissions, audits, compliance monitoring and remediation activities.
- Provide technical guidance, coaching and support to junior colleagues.
- Contribute to process improvements, system developments and wider business projects.
Skills / Qualifications
The ideal candidate will have at least 5 years' relevant trust and company administration experience, including responsibility for managing a portfolio of clients and complex fiduciary structures. You'll have strong technical knowledge of fiduciary principles, corporate governance and Guernsey regulatory and AML/CFT requirements, together with excellent client relationship management and organisational skills. A relevant professional qualification such as STEP, CGI/ICSA or ACCAis strongly preferred, although candidates substantially progressed towards qualification will also be considered. You'll be confident handling complex matters, coordinating professional advisers and supporting junior colleagues, with sound judgement, attention to detail and a proactive approach to risk management.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.