The Trust Officer will be an organiser, a communicator, a finisher and a helper. They will take pride in everything they do, will like contact with others, respect their clients and will not be happy until the job is finished.
The Trust Officer will, over time, be given responsibility for a portfolio of clients and will be expected to know the affairs of those clients closely. They will maintain all of their clients’ records including drafting minutes and correspondence, maintaining client due diligence and keeping all bank accounts reconciled and record all transactions.
The Trust Officer will be responsible for seeing that client funds are at all times managed effectively and efficiently and that all financial transactions are undertaken with the utmost attention to accuracy and detail.
The Trust Officer will be expected to establish a rapport with the client or the client's employees or agents wherever possible including investment managers, bankers, lawyers etc and to communicate effectively by telephone, fax and letter; to accept instructions from clients and to undertake to fulfil those instructions subject to advice and assistance from superiors where appropriate.
The Trust Officer will be good at communicating with other staff giving clear and unambiguous information to Senior Trust Officers and Assistant Managers when calling for their help as well as providing clear instruction to Trust Administrators.
You will need to be part qualified or willing to undertake study for a professional qualification such as STEP, ICSA ACCA or ACA, as well as experience within a Trust Administration role. You will be enthusiastic, have excellent time management and organisational skills, alongside excellent oral and written communication skills.
To apply for this role please send a copy of your CV to carla.whitham@ap-personnel.com or call 01481 743078.
Please note applications can only be taken from candidates living in Guernsey who are in the possession of a Guernsey Resident Working Permit.
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