The Trust Officer will be an organiser, a communicator, a finisher, and a helper. They will take pride in everything they do, enjoy 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, keeping all bank accounts reconciled, and recording all transactions.
The Trust Officer will be responsible for ensuring that client funds are 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 rapport with clients or the client's employees or agents wherever possible, including investment managers, bankers, lawyers, etc., and to communicate effectively by telephone, fax, and letter. They will accept instructions from clients and undertake to fulfil those instructions subject to advice and assistance from superiors where appropriate.
The Trust Officer will communicate effectively with other staff, providing clear and unambiguous information to Senior Trust Officers and Assistant Managers when seeking 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, along with experience within a Trust Administration role. You will be enthusiastic, possess excellent time management and organisational skills, and have strong 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 possess a Guernsey Resident Working Permit.
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