Achieve Professionals logo

Senior Trust Officer, Guernsey

Achieve Professionals
1 hour ago
Full-time
On-site
Guernsey
£50,000 - £55,000 GBP yearly

Role: Senior Trust Officer
Location: Guernsey
Salary: £50,000-£55,000 per year + bonus & benefits
Permanent | Full-time
 
Overview and Opportunity
 
We have an exciting opportunity for an experienced Senior Trust Officer to join a well-established private wealth and fiduciary services team.
 
Job description
 
This role offers the opportunity to take direct responsibility for the administration of a complex portfolio of trusts, companies, and other wealth structures while delivering a high level of service to clients, intermediaries, and beneficiaries.
 
The successful candidate will play a key role in managing client relationships, overseeing regulatory compliance, supporting junior team members, and ensuring the efficient administration of sophisticated wealth structures within a fast-paced and client-focused environment.
 
Main Responsibilities:

  • Managing a complex portfolio of trusts, companies, and related wealth structures
  • Developing and maintaining strong relationships with clients, beneficiaries, intermediaries, and professional advisers
  • Acting as a key point of contact for client matters and ongoing administration requirements
  • Ensuring compliance with trust provisions, internal policies, and regulatory requirements
  • Overseeing statutory and regulatory filings and ensuring deadlines are met
  • Reviewing and preparing trust-related legal documentation, including trust deeds and letters of wishes
  • Conducting AEOI and Beneficial Ownership reviews, classifications, and due diligence processes
  • Managing a high volume of client requests while maintaining accuracy and service standards
  • Providing technical support, guidance, and mentoring to junior trust officers and administrators
  • Assisting senior management with operational and client service matters as required
  • Working closely with internal teams and external stakeholders to deliver seamless client service

Ideal Candidate:

  • Minimum 5+ years’ experience within trust and company administration
  • Experience managing complex and high-volume client portfolios
  • Strong technical knowledge of trust structures, estate administration, AML regulations, and compliance requirements
  • Ability to interpret trust deeds and related legal documentation
  • Experience working within deadline-driven and client-focused environments
  • Excellent organisational, problem-solving, and communication skills
  • Proven ability to mentor and support junior team members
  • Strong proficiency with trust administration systems and Microsoft Office Suite
  • Professional qualifications that may include: STEP qualification (preferred), ACIB, ICSA, or any other internationally recognised fiduciary or trust qualifications

Benefits:

  • Opportunity to work with a complex and international client portfolio
  • Exposure to sophisticated trust and wealth structures
  • Collaborative and supportive working environment
  • Strong professional development and career progression opportunities
  • Competitive salary and benefits package
  • Opportunity to work alongside experienced fiduciary and private wealth professionals

To apply for this role, please send your CV to: andrew@achieveprofessionals.com