Senior Trust Officer
Job Ref: LF
28520
Join a dynamic team within a global organisation known for delivering expert trust and fiduciary services. This firm is dedicated to providing innovative solutions for private and corporate clients. They are seeking a Senior Trust Officer to take ownership of a diverse portfolio, ensuring efficient trust and company administration while mentoring junior team members and contributing to business development.
Location
Guernsey,
Channel Islands
Responsibilities
Duties for this role include, but are not limited to:Managing the daily administration of trusts and companies within an assigned portfolio.
Building and maintaining strong relationships with clients, bankers, brokers, and professional advisors.
Conducting periodic file reviews and ensuring compliance with KYC procedures.
Overseeing client billing and collection processes.
Assisting with the onboarding of new business and maintenance of statutory records.
Reviewing and interpreting legal agreements, including property contracts.
Coordinating and executing mandate-specific transactions.
Providing technical support and mentoring junior staff members.
Ensuring ongoing professional development through a minimum of 25 hours of CPD annually.