Trust Officers ( All levels )

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.