Trust Manager

• Managing and overseeing a team of relationship managers and administrators.
• Delegating and controlling day-to-day operations including cash management, discretionary decisions and maintenance of statutory records.
• Reviewing and monitoring investment portfolios and client structures.
• Acting as primary relationship manager for a portfolio of clients and intermediaries.
• Identifying opportunities for business development and cross-selling.
• Providing management information and reporting to senior leadership.
• Attending management meetings and contributing to process improvements.
• Ensuring compliance with internal policies, procedures and regulatory requirements.
• Monitoring chargeable utilisation targets, billing processes and fee collection.
• Managing aged debtors and ensuring timely follow-up.
• Setting SMART objectives and conducting performance appraisals.
• Providing training, mentoring and effective delegation of tasks.
• Maintaining awareness of the regulatory environment and compliance requirements.
• Ensuring review comments and compliance actions are completed and tracked.
• Supporting audit processes and contributing to strong audit outcomes.

The ideal candidate will hold a relevant professional qualification such as STEP, CGI or ACCA and have strong experience within offshore trust and company administration. They will demonstrate proven experience managing a team, achieving billing and cash collection targets and delivering high levels of client service. Strong organisational, communication and interpersonal skills are essential, along with a solid understanding of the Guernsey regulatory environment. The successful individual will be commercially aware, proactive and capable of building and developing client relationships, with the flexibility to travel when required.