
13 Feb Trust Officer / Pension Administrator
Posted at 10:30h
in

AD-GSY-8675
Live
We have a great opportunity for a Trust Officer / Pension Administrator 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.