Trust and Pensions Officer

Job Ref: LF 22577
Posted: 2020-06-25
Leapfrog Jobs

Our client, a Trust company, is seeking to recruit a Trust Officer/Senior Trust Officer with pensions experience.

Location

Guernsey, Channel Islands

Responsibilities

The efficient day to day management of clients’ affairs in accordance with terms of appointment and maintenance of all records in accordance with group procedures.
To manage a portfolio of clients autonomously, seeking advice and direction from management as appropriate.
Provide a high level of service to new, existing and potential clients of Nedgroup Trust Limited including liaising with customers and professional intermediaries regarding their managed entity and investments.
Development of client and intermediary relationships to ensure first class service is given.
Attendance at meetings with clients/intermediaries and/or their advisers in Guernsey with the requisite authority of your line manager.
The maintenance of clients records both legal/statutory and accounting.
The completion of all trust control functions within agreed time frames, including periodic review, accounts, updating of registers etc
Ensuring all clients assets are correctly identified, allocated and under full control of the trust company, or their delegated representatives.
Ensuring relevant group procedures are being adhered to and where appropriate putting forward suggestions for additional procedures or amendments to the existing procedures.
Compliant with responsibilities set out in the Nedbank Private Wealth procedures manual in general and the NTL operational section in particular.
Review of financial statements for entities under NTL’s administration
To provide assistance to colleagues or management as workloads dictate.
Provide training and support to any colleagues who may be required to assist in pension administration so they are able to undertake the role to the required standard
Such other duties as the management may reasonably request.

Skills / Qualifications

The ideal candidate will have relevant pension experience or qualification (min 5 years), covering fiduciary, asset management & investment dealing. They will be able to organise and prioritise effectively, be accurate in their work, have excellent attention to detail and be able to demonstrate interpersonal skills in order to successfully manage personnel and build good relationships with clients, advisers and colleagues alike. The role will suit a pro-active, decisive thinker able to use their own initiative with a strong personal drive and commitment to continual learning and development, to keep up with changes in pension regulation.

How To Apply

For further details, please call 711188, or email jobs@leapfrogjobs.com
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