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, strong team environment, and career development opportunities.
- Other info: Stay updated on regulatory changes while enjoying a supportive work culture.
- Why this job: Join a dynamic team and make a real impact in the fiduciary services sector.
- Qualifications: 2-5 years' experience in trust or fiduciary services; proactive and organised individuals preferred.
The predicted salary is between 36000 - 60000 £ 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.
Trust Officer/Administrator employer: Leapfrog Recruitment Consultants
Join a leading Guernsey-based provider of private wealth and pension services, where you will thrive in a supportive team environment that values professional growth and development. With a diverse client portfolio and a commitment to delivering high-quality fiduciary services, this role offers the chance to enhance your skills while ensuring compliance with local and international regulations. Enjoy a workplace culture that prioritises collaboration, continuous learning, and the opportunity to make a meaningful impact in the trust and company administration sector.
Contact Details:
Leapfrog Recruitment Consultants Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Trust Officer/Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the trust and fiduciary services sector. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of local regulations and compliance requirements. We want you to be confident when discussing your experience and how it relates to the role of Trust Officer/Administrator.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed portfolios or client relationships effectively. We love hearing about your proactive approach to problem-solving.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. We’re excited to see how you can contribute to our team and help us deliver top-notch fiduciary services.
We think you need these skills to ace Trust Officer/Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your relevant experience in trust and company administration, and don’t forget to mention any qualifications like STEP or ICSA that you have or are working towards.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Trust Officer/Administrator role. Mention specific experiences that demonstrate your ability to manage a portfolio and liaise with clients effectively.
Showcase Your Compliance Knowledge:Since compliance is key in this role, make sure to highlight your understanding of local and international regulatory requirements. Share examples of how you've ensured compliance in your previous roles to show us you’re up to the task.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Leapfrog Recruitment Consultants
✨Know Your Stuff
Make sure you brush up on your knowledge of trust and company administration. Familiarise yourself with the key regulations and compliance requirements relevant to the role. This will not only help you answer questions confidently but also show that you're genuinely interested in the field.
✨Showcase Your Experience
Prepare specific examples from your past roles that highlight your experience in managing portfolios, preparing documentation, and liaising with clients. Use the STAR method (Situation, Task, Action, Result) to structure your responses, making it easier for the interviewer to see your capabilities.
✨Ask Smart Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's approach to fiduciary services, their client base, or how they handle regulatory changes. This shows that you're engaged and serious about the role, plus it gives you valuable insights into the company culture.
✨Be Professional Yet Approachable
As a Trust Officer/Administrator, you'll need to balance professionalism with a friendly demeanour. Practice your communication skills to ensure you come across as confident and approachable during the interview. Remember, they want someone who can build relationships with clients and colleagues alike!
