Trust Manager
Job Ref: LF
40689
Join a leading financial services firm as a Trust Manager, taking responsibility for a team of administrators and a portfolio of trust and company clients. You'll play a key role in maintaining high service standards while driving operational excellence and professional growth within your team.
Location
Duties for this role include, but are not limited to:
- Managing and delegating day-to-day administration for a portfolio of trust and company clients.
- Overseeing cash management, exercise of discretionary powers, and maintenance of statutory and internal records.
- Monitoring investment portfolios and preparing management information for senior leadership.
- Attending management meetings and contributing to process and policy improvements.
- Ensuring compliance with internal policies, procedures, and regulatory obligations.
- Acting as the primary relationship manager for a range of clients and intermediaries.
- Driving business development opportunities and promoting cross-selling across the group.
- Managing team performance, setting SMART objectives, and completing appraisals.
- Providing guidance, training, and mentoring to support team development.
- Monitoring utilisation, billing, and aged debtors to meet financial targets.
- Ensuring all review comments (revcomps) are addressed and follow-up actions completed.
- Supporting the achievement of satisfactory or better audit outcomes.
Skills / Qualifications
The ideal candidate will hold a relevant professional qualification such as STEP, ICSA, or ACCA, and have strong technical knowledge of offshore trust and company administration. They will have proven experience in managing a team, meeting financial targets, and delivering exceptional client service. Excellent leadership, organisational, and communication skills are essential, along with the ability to work under pressure and prioritise competing demands. A sound understanding of Guernsey's regulatory environment and a willingness to travel at short notice are also required.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.