9 Jan 2017

Senior Trust Officer Trust Officer, Guernsey

Personnel AppointmentsAnywhere

Job Description

Our client is a private bank and fiduciary services company seeking to recruit a Senior Trust Officer / Trust Officer. Purpose of role: The purpose of the Senior Trust Officer role is to administer a complex portfolio of Trust and Companies and maintenance of client relationships. Key responsibilities will include: • Trust Management: Develop working relationships with clients, intermediaries and internal contacts to maximise client retention. • Maintain the highest level of Trust and Company administration in order to minimise business risk and to adhere to a culture of compliance with policies, appropriate risk management, and use the principle of treating customers fairly (TCF) where applicable i.e., when dealing with enquiries or complaints. • Ensure individual financial and non-financial targets are met in order to maintain a sustainable fiduciary business. • Act as an effective member of the fiduciary team and to assist in the meeting of business objectives. The successful candidate will have: • Relevant previous experience of working in a similar role. • Understanding the basic features of the different types of investment product. • Understanding the duties of the Administrator. • Working knowledge of Microsoft packages including Excel, Outlook, and Word. • Good numeracy skills and ability to understand routine documents. • Ideally have a relevant professional qualification such as ICSA/ACCA/ACA. 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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