At a Glance
- Tasks: Manage a diverse portfolio of trust and company clients with a focus on compliance.
- Company: Established Guernsey-based provider of private wealth and pension services.
- Benefits: Support for professional qualifications, dynamic team environment, and career growth opportunities.
- Other info: Stay updated on regulatory changes and work closely with clients and professionals.
- Why this job: Join a strong team and make a real impact in the fiduciary services sector.
- Qualifications: 2-5 years' experience in trust or fiduciary services; proactive and organised.
The predicted salary is between 31500 - 38500 £ per year.
This role offers the opportunity to develop or expand your trust and company administration career within a well-established Guernsey-based provider of private wealth and pension services.
With a diverse client base and a strong team environment, the successful candidate will manage their own portfolio and contribute to the delivery of high-quality, compliant fiduciary services.
Location
Duties for this role include, but are not limited to
- Administering a portfolio of trust and company clients, including establishment, maintenance, and termination of structures.
- Preparing documentation such as trust deeds, resolutions, minutes, and statutory filings.
- Liaising with clients, beneficiaries, legal advisors, and intermediaries to ensure smooth day-to-day management.
- Maintaining accurate records of transactions, distributions, investments, and financial activities.
- Ensuring full compliance with relevant local and international regulatory requirements.
- Supporting client meetings, preparing updates, and resolving queries promptly and professionally.
- Carrying out AML and CDD checks for new and existing clients.
- Monitoring client structures for risk and escalating concerns in line with internal procedures.
- Staying current on regulatory changes and industry developments.
Skills / Qualifications
The ideal candidate will have 2-3 years' experience for the Administrator level or 3-5 years' experience for the Officer level, gained within trust, pensions, or fiduciary services.
A relevant professional qualification such as STEP or ICSA is preferred or study towards one will be supported.
Strong knowledge of local fiduciary regulations and defined contribution pension schemes would be beneficial.
Applicants must be proactive, well-organised, and confident in liaising with both clients and professionals.
For a full job description or further information on this role please call 711188, or email jobs@leapfrogjobs. com.
If you wish to apply for this role, please submit your CV via the Apply Now button below.
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Trust Officer/Administrator employer: Leapfrog Recruitment Consultants
As a Business Support Administrator in our dynamic team, you will thrive in a supportive work culture that values organisation and collaboration. We offer comprehensive training and development opportunities to help you grow your skills while enjoying a vibrant workplace that fosters strong relationships with colleagues and suppliers alike. Located in a thriving area, our company provides a unique chance to engage in meaningful procurement activities that directly impact our operations and success.
Contact Details:
Leapfrog Recruitment Consultants Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trust Officer/Administrator
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We think you need these skills to ace Trust Officer/Administrator
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✨Brush Up on Financial Analysis Skills
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