Trust and Company Admin Jobs in Guernsey

Senior Trust Officer

Job Ref: LF 18842

Our client an international leading wealth management group, is seeking to recruit a Trust Officer.

Location

Guernsey

Responsibilities

Manage a mixed portfolio of company and trust structures.
Review accounts ledgers and prepare the pre-accounts information packs.
Check accounts once complete and distribute them accordingly.
Ensure that the investment review process is undertaken in a timely fashion and all issues arising, are taken forward.
Prepare Annual Reviews as required, clearing any points arising from the review process.
Ensure that the centralised progress reports for the Private Client Department, are maintained accurately, by providing the appropriate information in a timely fashion.
Carry out the cash management of client portfolio, including the control and clearance of fees.
Ensure that the team manager is fully appraised, of all pertinent issues relating to portfolio.
Prepare minutes and resolutions.
Monitor all Ten Year Charges, for all relevant trusts.
Resolve all Periodic Review queries, within 15 days of receipt.
Complete Risk Assessments for all clients, in line with the relevant policies.
Ensure that KYC and AML policies and discretions, are understood and followed at all times.

Skills / Qualifications

The ideal candidate will have a minimum of 3 years’ relevant trust and company experience, as well as knowledge of the legal regulatory and industry requirements, business processes, standards, policies and procedures. Preference will be given to candidates who hold, or who are studying towards a relevant professional qualification such as ICSA/ACCA/ACA. Applicants will demonstrate strong communication, planning and organisational skills, along with professionalism, innovation and focus. The successful candidate will be a reliable and dynamic team player, who is able to deliver accurate work and meet deadlines, whilst maintaining excellent client service.

How To Apply

For further details please call 711188, or email jobs@leapfrogjobs.com
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