Provide day-to-day administration and client support for a portfolio of trust and company clients, working closely with senior managers in a client-focused environment. Key responsibilities: ⭐ Administer client portfolios and maintain accurate records ⭐ Liaise with financial institutions and support trust/company formations ⭐ Maintain statutory records and client database information ⭐ Conduct client reviews and ensure compliance with governance procedures ⭐ Train and supervise junior staff as required ⭐ Act as a responsible ‘B’ signatory What you’ll need: ⭐ Relevant professional qualification or working towards one (ICSA, STEP, CAT, or equivalent) ⭐ 4+ years’ trust administration experience ⭐ Strong attention to detail and organisational skills ⭐ Proficiency in Microsoft Office and document management systems ⭐ Good communication and teamwork skills Why join: ⭐ Supportive, collaborative team culture ⭐ Exposure to international clients ⭐ Opportunities for professional development and CPD
Trust Officer
Guernsey
Permanent
Agency Listing
Trust
Seeker Insight
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