Trust Officer / Senior Trust Officer

About the role

Saffery Trust, a director-led private client firm established in Guernsey in 1977, is looking for an experienced Trust professional to deliver client service excellence. This is a permanent contract covering the day-to-day administration and client service for a defined portfolio of clients, in a friendly and progressive team environment.

Key responsibilities

• Maintain client databases and statutory records, including shareholder and beneficial owner information, and follow up on client indications of change
• Ensure accurate bookkeeping so accounts can be prepared, and assist with account queries and reviews
• Open and close entity bank accounts, understand funds received and ensure payments follow policy, and monitor cash balances against Investment Review Committee recommendations
• Review and report on investments and assets, liaise with investment advisors and maintain Investment Policy Statements
• Incorporate legal entities and form trusts in common jurisdictions while observing registry requirements
• Complete tax compliance reviews, keep tax deadlines and tax advice in mind, and manage cash flow and client fee invoices
• Attend client meetings, prepare documentation, and advise less experienced colleagues on risk and compliance; the Senior Officer also reviews and approves work and coaches staff progress

Required profile

• Very good technical knowledge of trust work, with a base knowledge of tax and ability to follow tax changes; the Senior Officer should also know registry requirements and corporate governance
• May have attained or be working towards STEP or CGI, or equivalent, and meeting CPD requirements
• Effective communication, attention to detail, and ability to resolve slightly complex issues with support
• Proactive, able to work to deadlines and service standards, and lead by example

What we offer

• Competitive salary and annual performance-based bonuses
• Flexible working and dress-for-your-day policies
• Full financial support and study leave for professional development
• Top-level health insurance
• E-bikes free for staff use, sports and social events, and opportunities to support local charities