Senior Trust Professional

Job Ref: LF 23267
Posted: 2021-11-29
Leapfrog Jobs

You will be ICSA or STEP qualified, with previous experience in a trust officer role and knowledge of tax. If you are looking for a new opportunity, this role could be ideal for you.

Location

Guernsey, Channel Islands

Responsibilities

Duties for this role will include, but will not be limited to:

Ensuring that all office and departmental procedures are adhered to.
Assisting with the day to day organisation and administration of a defined portfolio of clients, delegating tasks where appropriate and necessary to junior staff to help ensure that the team remains well motivated and that work is carried out in an efficient and effective manner.
Reviewing workloads with the Manager to ensure that backlogs do not occur and that financial targets and time utilisation is in accordance with set objectives.
Demonstrating sound knowledge of client affairs for a defined portfolio, ensuring statutory obligations and client instructions are fulfilled as directed by the Manager.
Ensuring that all necessary statutory records are set up and maintained for a defined portfolio of clients, utilising the assistance of junior staff as appropriate and provide instruction and guidance when required.
Ensuring that day to day bookkeeping is accurate and up to date and assisting in the production of accounts for a defined portfolio of clients.
Reviewing daily work including diary notes and where appropriate also the work of junior staff.
Being fully conversant with office policy pertaining to signing powers, prior to reviewing and signing any correspondence in the capacity as a ā€˜Cā€™ signatory and bringing any problems or anomalies to the attention of the Manager at the earliest opportunity.

Skills / Qualifications

3 - 4 years' trust experience, with proven client relationship and communication skills and a pro-active approach, as well as strong accuracy and attention to detail and the ability to meet deadlines in a pressurised environment.

How To Apply

For a full job description or further information on this role please call 711188, or email jobs@leapfrogjobs.com.

If you wish to apply for this role, please submit your CV via the Apply Now button below.
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