Senior Trust Officer, Jersey

Role: Senior Trust Officer
Location: Jersey
Salary: £50,000-£55,000 per year
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