Trust Officer/Senior Trust Administrator

Job Ref: LF 22976
Posted: 2020-10-14
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A position is available for either a Trust Officer or a Senior Trust Administrator, in a company which offers fiduciary, fund, audit and assurance, and tax services. This job involves working as a senior member of the team, responsible for the daily administration and supervision of a defined portfolio of clients.


Guernsey, Channel Islands


Undertake the daily 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.
Demonstrate sound knowledge of client affairs for a defined portfolio, ensuring statutory obligations and client instructions are fulfilled as directed by the Manager.
Ensure that all necessary statutory records are set up and maintained for a defined portfolio of clients.
Have a good working knowledge of the computer system and ensure that all necessary client information is contained in the database and up dated as requested.
Ensure that day to day bookkeeping is accurate and up to date and assist in the production of accounts for a defined portfolio of clients. With training and experience develop the necessary skills to review accounts.
Adhere to compliance procedures and ensure that all documentation regarding client review is provided to client reviewers in a timely manner.
Review daily work including diary notes and where appropriate also the work of junior staff.
Oversee workload with the Manager to ensure that backlogs do not occur and that financial targets and time utilisation is in accordance with set objectives.
Be 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 bring any problems or anomalies to the attention of the Manager at the earliest opportunity.
Assist other colleagues within the team or others when they are in need of support and share existing knowledge and skills for the benefit of the team.
Display good communication skills with clients, colleagues, professionals, Directors and other team members ensuring that the Manager is kept informed of any important developments relating to clients and staff.
Remain positive when faced with setbacks.
Coach new trainees in their work, providing a connection between studies and workplace learning.

Skills / Qualifications

The ideal candidate will have previous experience in a Trust Officer role with knowledge of Tax and an ICSA/STEP qualification. Candidates working towards qualifications and/or with relevant years' experience in Trust will also be considered. Applicants will have good communication skills and the ability to develop effective relationships at all levels, with effective organisational and planning skills, accuracy and attention to detail. This role will suit a dedicated individual with a highly professional approach and total commitment to best practice, who is able to work independently, use initiative and to prioritise work to meet deadlines when under pressure.

How To Apply

For further details please call 711188, or email
If you wish to apply for this role, please submit your CV via the Apply Now button below.
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