Trust Officers ( All levels )

AD-GSY-8675 / AD-JSY-10843

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Job Description

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We have a great opportunity for Trust Officers ( All levels ) to join a leading provider of company, trust and fund administration services.

 

 

Key Responsibilities: 

 

  • The efficient day to day management of clients’ affairs in accordance with terms of appointment and maintenance of all records in accordance with group procedures.
  • To manage a portfolio of clients autonomously, seeking advice and direction from colleagues as appropriate.
  • Provide a high level of service to new, existing and potential clients of the company including liaising with customers and professional intermediaries regarding their managed entity and investments.
  • Development of client and intermediary relationships to ensure first class service is given.
  • Attendance at meetings with clients/intermediaries and/or their advisers either in Guernsey or overseas with the requisite authority of your line manager.
  • The maintenance of clients records both legal/statutory and accounting.
  • The completion of all trust control functions within agreed time frames, including periodic review, accounts, updating of registers etc
  • Ensuring all clients assets are correctly identified, allocated and under full control of the trust

 

 

More information about this role is available upon request – contact the team today for further details.

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