Trust Officer

  • Full Time
  • Permanent
  • Guernsey


Alexander Daniels Offshore is working with a business based in Guernsey to recruit a Trust Officer.




  • Have a good understanding of trust and corporate regulatory requirements
  • Become familiar with team’s existing allocated client portfolio
  • Ensure quality day to day service for team’s client portfolio
  • Pro-actively work with internal individuals and groups to ensure the timely delivery of client data
  • Ability to resolve queries/find solutions
  • Adhere to internal regulatory procedures at all times
  • Be responsible for and effective in cash collection and control of debtors for own clients and provide guidance for administrators/senior administrators in the team
  • Understand and be pro-active in relation to client acceptance procedures and the associated risk involved
  • Be involved in the preparation of, and attendance at client meetings and follow up on action points
  • Be proficient, accurate and timely in all written communications
  • To maintain a courteous, positive and professional manner with both external and internal clients /colleagues at all times
  • Communicate effectively and concisely with clients (and other team members) by telephone and face to face
  • Take responsibility for continuing self-development
  • Work on agreed training requirements and performance goals to ensure on-going development
  • Consult and escalate issues and exceptions to the Associate Director/Manager to alleviate problems or risks


Skills and Experience:


  • A minimum of three to four years relevant experience
  • A relevant qualification eg: ICSA or STEP Diploma
  • A commitment to a career in trust and company administration


Personal Attributes:


  • Excellent written and verbal communication skills
  • A commitment to and focus on providing quality client service
  • Analytical skills and be detail orientated
  • The ability to work in a deadline/volume driven environment whilst maintaining accuracy and focus
  • A willingness to learn new skills and to assist others to learn
  • The ability to prioritise and focus on the most urgent and important task.
  • A proven academic record


Key Details


Category | Trust / Administration

Level | Mid

Type | Permanent

Ref Number  | AD-GSY-2744

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