Trust Administrator / Trust Officer

An excellent opportunity has arisen to become an integral part of our client’s trusted and professional team, based in the stunning location of St Peter Port, Guernsey. As a Trust Administrator or Trust Officer, you will play a pivotal role in managing a portfolio of high-net-worth clients. This position calls for a proactive, detail-oriented individual dedicated to delivering exceptional client service and contributing to the growth and success of our client’s prestigious trust division.

Key Responsibilities

• Administer and manage a portfolio of high-net-worth clients and serve as their primary contact.
• Maintain accurate manual and electronic records for all trusts and companies under your portfolio, adhering to company processes.
• Provide expert liaison with intermediaries, including lawyers, accountants, and tax advisors.
• Ensure accurate monitoring of bank accounts and oversee payments via manual and electronic methods.
• Work with investment managers to optimize investment returns and monitor performance.
• Ensure compliance with statutory and regulatory requirements for corporate clients.
• Prepare accurate meeting minutes, resolutions, and legal documentation.
• Conduct thorough annual trust and company reviews in line with KPI expectations.
• Foster teamwork through supervision, coaching, and the development of junior staff.

Skills and Competencies

• Detail-Oriented: Proven ability to manage and maintain impeccable client records.
• Client Management: Strong communication and relationship-building skills.
• Problem-Solving: Skilled in analyzing investment performance and liaising with professionals to resolve complex matters.
• IT Proficiency: Familiarity with Microsoft Office 2016, Cezanne, eDocs, and 4series systems.
• Leadership: Experience in coaching and motivational leadership to support team development.

Apply Today

If you’re ready to advance your career within a dynamic trust environment and enjoy the challenges of managing and developing a portfolio of high-net-worth clients, we encourage you to apply now for this unique opportunity in Guernsey. Don’t miss your chance to be part of our client’s dedicated and professional team.