01481 722817
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Itchyfeet Recruitment Agency is one of the largest financial and commercial recruitment agencies in the Channel Islands. We have developed a successful reputation from our professionalism and excellent client servicing. We offer our clients a cost-effective financial recruitment and payroll solution.
Back to ResultsOur client is seeking a skilled Senior Trust Officer to join their Guernsey team. The role involves managing a portfolio of Trust, Company, and Private Client relationships, ensuring high-quality service delivery. You will work closely with Trust Managers and Directors to oversee complex client matters, maintaining meticulous records, and establishing effective communication with clients and intermediaries. Job Duties: Administer Trust, Company, and Private Client relationships per relevant terms of engagement. Make distributions to beneficiaries and maintain accurate transaction records. Draft trust and company minutes and correspondence for clients. Maintain and update client due diligence records. Conduct annual Trust and Company reviews. Prepare and file documents, including annual validations, using efficient filing techniques. Liaise with settlors, beneficiaries, investment managers, bankers, and lawyers. Assist with company secretarial functions, including share transfers and director/secretary record updates. Support Directors, Managers, and Administrators with projects and ad hoc assignments. Prepare meeting documents for client meetings. Maintain knowledge of company secretarial, compliance, and anti-money laundering practices. Job Requirements: Qualified, part-qualified, or willing to study for STEP, ICSA, ACCA, ACA, or equivalent professional qualifications. Proven experience in trust administration. Strong organisational, time management, and interpersonal skills. Excellent oral and written communication abilities. Proficiency in IT systems, including electronic filing and flexible database usage. Enthusiastic and proactive approach to work. What You’ll Love:This role offers the opportunity to work within a dynamic, supportive team with the potential for career progression to a management position. Training and development support will be provided. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
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