The Senior Trust Officer will play an active role in a team of trust and company administrators working closely with Trust Managers and Director to deliver consistently high-quality service in the daily administration of a portfolio of Trust, Company and Private Client relationships.
The Senior Trust Officer will be an organiser, a communicator, a finisher and a helper. They will take pride in everything they do, will like contact with others and respect their clients and will not be happy until the job is finished.
The Senior Trust Officer will be given responsibility for a portfolio of clients and will be expected to know the affairs of those clients closely. They will maintain all of their clients' records including drafting minutes and correspondence, maintaining client due diligence and keeping all bank accounts reconciled and record all transactions. They will be responsible for dealing with matters of a complex nature with the need for less support and guidance.
They will maintain the files differentiating intelligently between correspondence, accounting records, important and permanent documents as required for each of their cases.
The Senior Trust Officer will be responsible for seeing that client funds are at all times managed effectively and efficiently and that all financial transactions are undertaken with the utmost attention to accuracy and detail.
The Senior Trust Officer will be expected to establish a rapport with the client or the client's employees or agents wherever possible including investment managers, bankers, lawyers etc and to communicate effectively by telephone, fax and letter; to accept instructions from clients and to undertake to fulfil those instructions subject to advice and assistance from superiors where appropriate. The Senior Trust Officer may be required, on occasion, to partake in face-to-face meetings with clients and/or intermediaries.
For the right individual this role has the potential to offer progression through to a management role. Training and development support will be offered.
Our client is looking for a qualified / part qualified individual or a candidate willing to undertake study for a professional qualification such as STEP, ICSA, ACCA or ACA or alternatively many years of trust and company administration experience.
You will need to be enthusiastic, with excellent time management and organisational skills, as well as excellent oral and written communication skills.
To apply for this role please send a copy of your CV to carla.whitham@ap-personnel.com or call 01481 743078.
Please note applications can only be taken from candidates living in Guernsey who are in the possession of a Guernsey Resident Working Permit.
AP Group is acting as an introductory service in relation to this vacancy. By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be subject to the protection of Data Protection Laws, our policy for which can be found at https://www.apgroupglobal.com/privacy-notice/
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