Trust Associate/Administrator

Duties for this role include, but are not limited to:

• Administering a portfolio of private client structures, including trusts and companies.
• Drafting trust minutes and corporate resolutions.
• Opening and managing bank and investment accounts and maintaining strong banking relationships.
• Liaising with clients and attending meetings as needed.
• Assisting with the establishment of new structures and ensuring compliance with relevant regulations.
• Working closely with the compliance team to complete periodic reviews and maintain up-to-date due diligence.
• Supporting the management of residential and commercial property within client structures.
• Liaising with investment managers and tax advisors, including attending quarterly meetings and monitoring investment policies.
• Supervising junior staff members, where applicable.

The ideal candidate will have at least 1 year’s experience in trust and company administration, be partially or fully STEP qualified, and possess strong technical knowledge of Guernsey's regulatory environment. They should have a proactive and collaborative approach, excellent organisational and communication skills, and a willingness to continue professional development. Experience with corporate structures and knowledge of Viewpoint would be advantageous.