Trust Officer
Trust Officer
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Whats In It For You
- Competitive salary
- Hybrid working
- Flexible working hours
- Annual Salary Review
- Pension
- Private medical insurance
- Life assurance
- Income protection & Critical illness
Purpose of the Role
We are looking for a new member to join our experienced Private Client Team. The role encompasses the management of a portfolio of trusts and companies.
Dependant on experience level the Trust Officer may act as a supervisor to a more junior team member.
Main Responsibilities
Responsibilities include but are not limited to:
- The administration of a portfolio of trusts and corporate structures for a multinational HNW client base of individuals corporates and family offices.
- Maintenance of records drafting trust minutes and corporate resolutions.
- Bank/investment account openings ongoing management of banking relationships.
- Establishing investment accounts and ongoing monitoring.
- Liaising with clients drafting reports attending meetings in response to their specific needs.
- The establishment of new structures including all aspects of trust formation company incorporation and all compliance aspects to meet with regulatory requirements.
- Be involved in the client acceptance process in line with Ocorian procedures; liaising closely with the Director responsible and the Client Acceptance Risk Committee.
- Work collaboratively with the compliance team to complete compliance reviews gathering and updating due diligence and assisting in the preparation of periodic reviews.
- Liaising with Investment Management including attendance at and recording of quarterly meetings with Enhance and the setting and regular review of investment policies.
- Management of residential and commercial property including insurance property management agreements and liaising with letting agents.
- Liaising with Tax advisors in respect of annual tax reporting to ensure our structures are tax compliant.
- Regular training is provided through our GROW platform with face to face in house and support provided for studying professional qualifications.
- Regular training is provided in relation to industry updates taxation and regulatory changes.
#LIJM1
#LIHybrid
Qualifications :
- Minimum 1 year of experience in company and trust administration.
- Partially or fully STEP qualified
- Corporate experience would be good Ideally corporate and trust
- Proficient in MS Work Excel and Outlook.
- Excellent written and oral communication
- Experience of Viewpoint would be an advantage but not essential
- Knowledge of Guernseys regulatory environment.
Competencies
- The ability to work well in a team.
- Willingness to learn
- Enthusiasm reliability and flexibility
- The ability to remain clam when under pressure and to meet deadlines
- Accuracy and an eye for detail.
- Ability to Time manage effectively and to prioritise and organise workflow.
- Strong communication skills.
Additional Information :
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC Clients are at the centre of our world and were committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS We aim high. We think and act globally seizing every opportunity to delight our clients and support our colleagues wherever in the world they may be.
- We are AGILE We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple efficient and effective.
- We are COLLABORATIVE With a curious mindset we ask the right questions to get to the right solution for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL We behave with integrity at all times and assume positive intent building trust through responsible actions and honest relationships.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
