Trust Officer / Administrator, Guernsey

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 30,000 - 40,000; Full time

Job summary

A wealth protection company is looking for a Trust Administrator / Officer to manage client portfolios and maintain financial records. Successful candidates will have part-qualifications (such as STEP) or equivalent experience, excellent communication skills, and be able to work effectively in a busy team. Applications are restricted to residents with a Guernsey Working Permit, and candidates will be expected to demonstrate strong organizational abilities.

Qualifications

• Experience in an administrative role.
• Ability to work within a busy team.
• Familiarity with IT tools, including electronic filing.

Responsibilities

• Manage a portfolio of clients and their financial records.
• Reconcile bank accounts and record transactions.
• Communicate effectively with clients via multiple channels.
• Fulfill client instructions with guidance from supervisors.

Skills

Excellent time management

Organizational skills

Oral communication

Written communication

Education

Part-qualified professional (STEP or equivalent)

Job description

Overview

Our client, a bespoke wealth protection organisation, are seeking to appoint a Trust Administrator / Officer.

Responsibilities

• Manage a portfolio of clients and maintain all clients' financial records using a computerised bookkeeping system.
• Keep all bank accounts reconciled and record all transactions accurately.
• Ensure client funds are always managed effectively and efficiently, with attention to accuracy and detail.
• Establish rapport with clients or the client’s employees or agents where possible and communicate effectively by telephone, fax and letter.
• Accept instructions from clients and undertake to fulfil those instructions subject to advice and assistance from superiors where appropriate.

Qualifications & Requirements

• Part-qualified professional (such as STEP) or equivalent experience.
• Experience in an administrative role.
• Enthusiastic with excellent time and organisational skills.
• Excellent oral and written communication skills.
• Ability to work within a busy team and with a comprehensive IT package including electronic filing of correspondence and permanent records.

How to Apply

To apply for this role please send a copy of your CV to [e-mail] or call 01481 743078.

Please note applications can only be taken from candidates living in Guernsey who are in possession of a Guernsey Resident Working Permit.

AP Group is acting as an introductory service in relation to this vacancy. By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be subject to the protection of Data Protection Laws, our policy for which can be found at https://www.apgroupglobal.com/privacy-notice/

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