29 Jul 2016

Contract Trust Officer 12 months), Guernsey

Personnel AppointmentsAnywhere

Job Description

Our client is a private bank seeking to recruit a Contract Trust Officer. This is a contract role for 12 months. Purpose of role: Maintain and deliver the administration of a portfolio of client cases in accordance with policies and procedures. Key responsibilities: ? Manage a mixed portfolio of company and Trust structures. ? Review accounts ledgers and prepare the pre-accounts information packs. ? Check accounts once complete and distribute. ? Ensure investment review process is undertaken in a timely fashion and all issues arising from the review are taken forward. ? Prepare Annual Reviews as required. ? Clear any points arising from the review process. ? Ensure that the centralised progress reports for the Private Client Department are maintained accurately by providing the appropriate information in a timely fashion. ? Cash management of client portfolio, including the control and clearance of fees ? Ensure the team manager is fully appraised of all pertinent issues relating to portfolio. ? Prepare minutes and resolutions as required. ? Complete Risk Assessments for all Clients in line with policy. The successful candidate will have: ? A minimum of 3 years? relevant Trust and Company experience. ? Hold or studying towards relevant professional qualification (ideal). For more information please email: info@pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.


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