Senior Trust Officer

Duties and Responsibilities

• Administration of Trust, Company and other Private Client relationships in accordance with the relevant terms of the Trust Deed, Memorandum and Articles of Association and other terms of engagement
• Make distributions to beneficiaries
• Draft trust and company minutes and correspondence to clients
• Maintain and update Client Due Diligence
• Complete Annual Trust and Company Reviews
• File documents using efficient filing techniques
• Prepare annual validations
• Liaise with settlors, beneficiaries, investment managers, bankers, lawyers and other related professionals
• Aid with Company Secretarial functions by taking part in the transfer of shares and updating records for changes in directors and secretaries
• Aid Directors, Managers and Administrators with projects as and when required
• Aid with projects and ad hoc assignments as and when required
• Maintain a good knowledge of company secretarial, compliance and anti-money laundering practice
• Aid with the preparation of meeting documents for client meetings

Person Specification

• Qualified/part qualified or willing to undertake study for a professional qualification such as STEP, ICSA, ACCA or ACA or alternatively many years of trust and company administration experience
• Proven experience within a Trust Administration role
• Enthusiastic
• Excellent time and organisational skills
• Excellent oral and written communication skills
• Strong interpersonal skills
• Enjoyment of working within a busy team within and contributing to the efficient operation of the portfolio
• Ability to work with a comprehensive IT package including electronic filing of correspondence and permanent records and use of flexible database system

Note: This role requires Guernsey Right to Work Status.