Senior Trust Officer

• Acting as the primary point of contact for clients and their advisers, maintaining regular communication and managing expectations effectively.
• Ensuring reports, correspondence and client information are prepared and delivered accurately and within agreed timeframes.
• Performing day-to-day administration on a portfolio of trust and corporate client entities.
• Managing client and internal requests promptly and professionally, ensuring full supporting documentation is prepared and filed.
• Liaising with third-party banks, investment managers and other agents to ensure client assets are properly managed, reviewed and reconciled.
• Conducting periodic reviews of client entities and ensuring all regulatory and compliance requirements are met.
• Preparing and maintaining accurate client accounting records and documentation.
• Recording all work accurately on timesheets to support fee recoverability and efficiency targets.
• Monitoring and clearing debtors in line with agreed targets.
• Working collaboratively within a growing team across the Channel Islands.

The ideal candidate will be an experienced trust professional with at least 3-5 years' technical trust experience gained within financial or fiduciary services. They will have strong interpersonal and communication skills, both written and verbal, and be confident dealing with high-value clients and professional advisers by telephone, in correspondence and face to face. Good IT skills are required, with the ability to work confidently using Microsoft Outlook, Word and Excel. A strong understanding of relevant anti-money laundering legislation is essential, alongside a positive attitude, strong work ethic and a 'can do, will do' approach. The successful candidate will be a collaborative team player, adaptable to changing priorities, and ideally STEP qualified or part-qualified. Familiarity with fiduciary systems such as Acumen would be advantageous but is not essential.