Trust Officer

• To manage a designated portfolio of trusts and companies of low- medium level complexity and to complete all tasks and processes related to the administration of those entities.
• Dependent on experience level the TO may act as a supervisor to a more junior team member.

• The administration of a portfolio of of trusts and companies of low- medium level complexity.
• Cash management and payments.
• Drafting of minutes and resolutions.
• Maintenance of records, statutory or otherwise.
• Bank/investment account openings.
• Ensuring that client invoices are produced and sent to the client in a timely manner.
• Ensuring that debtors are controlled and debts collected in a timely manner.
• Involvement in the preparation for client meetings (and occasional attendance at) and follow up on action points.
• Liaising with intermediaries.
• Ensure CDD is maintained for all clients in accordance with the Guernsey Handbook and procedures set by the Risk & Compliance Committee.
• Be involved in the client acceptance process in line with TCI's procedures; liaising closely with the Director responsible and the Client Acceptance Risk Committee.
• Liaising with the Compliance department on AML and fiduciary reviews and ensuring the timely completion of any action points.
• Involvement in investment monitoring, including attendance at and recording of quarterly meetings with ARC and the setting and regular review of investment restrictions.
• Attend mandatory training sessions.
• Take responsibility for continuing self-development by working on performance goals and undertaking training as agreed with management and HR.
• Ad-hoc tasks or projects as required including assisting on other clients in line with the above tasks.

• At least 2-5 years experience in company and trust administration.
• STEP/ICSA or equivalent, fully or part qualified with an expectation that studies will be completed in due course.
• Proficient in MS Word, Excel and Outlook.
• Excellent written and oral communication
• Experience of Viewpoint would be an advantage but not essential.
• Knowledge of Guernsey's regulatory environment.

• The ability to use initiative and work independently
• Enthusiasm, reliability and flexibility
• Willingness to get involved and work as part of the team
• The ability to remain calm when under pressure and to meet deadlines
• Accuracy and an eye for detail
• The ability to time manage effectively and to prioritise and organise workflow
• Strong communication skills - confidence in engaging with staff at all levels.

• We are CLIENT CENTRIC - Clients are at the centre of our world, and we're committed to providing expertise and specialist solutions to meet their most complex challenges.
• We are AMBITIOUS - We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
• We are AGILE - We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
• We are COLLABORATIVE - With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
• We are ETHICAL - We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Ocorian