Trust Manager

Job Ref: LF 26908
Posted: 2023-09-18
Leapfrog Jobs

Working closely with the Assistant Manager, in the position of Trust Manager you will be responsible for providing a proactive, high-quality service to the UNHW client structures, liaising closely with advisers, family principals and other service providers as required.


Guernsey, Channel Islands


Duties will include, but are not limited to;
Day-to-day supervision and management of a designated client portfolio.
Understanding client entities and the responsibilities and roles of each party e.g. Protectors.
Reviewing of trust deeds, company articles, legal agreements etc. to identify key clauses and terms.
Approving payments, investments and monitoring cash liquidity across structures.
Complying with BTL policies and procedures.
Managing file reviews and action points.

Skills / Qualifications

The ideal candidate will be STEP or ICSA Diploma qualified (or other relevant qualification) and have a minimum of 10 years' experience leading and managing people. Knowledge of using a DMS system, 5Series or equivalent, MS PowerPoint or VISIO would be advantageous.

How To Apply

For further information, please call 711188, or email [email protected]. Alternatively, if you wish to apply, please submit your CV via the Apply Now button below.
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