Trust and Company Officer/Administrator

BPAM Limited; Guernsey (WY); On-site; USD 59,000 - 86,000; Full time

Benefits offered by this job

pension contributions

private healthcare cover

discretionary bonus

Job summary

Bourse Trust Company Limited is seeking a Trust and Company Officer or Administrator to join our team, delivering private wealth services across family office structures, trusts, pension administration and related company management.

You will manage portfolios, oversee documentation, and ensure timely asset distributions while maintaining precise records and liaising with clients and professionals to provide tailored solutions.

Qualifications

• Minimum 2–3 years in trust and company administration for Administrator level; 3–5 years for Officer level.
• Solid understanding of local and international regulations governing trusts and pensions.
• Experience with defined contribution pension scheme management.
• Professional qualifications such as ICSA, STEP or similar preferred.

Responsibilities

• Manage a portfolio of trust and company clients, including creation, administration and termination of trusts.
• Oversee preparation of trust and company documentation, such as trust deeds, minutes, resolutions, and reports.
• Ensure timely distribution of assets to beneficiaries.
• Maintain accurate records of all transactions, including investments, distributions, and tax filings.
• Liaise with clients, beneficiaries, legal advisors, and other stakeholders to provide tailored solutions.
• Ensure compliance with GFSC and applicable laws and guidelines.
• Mentor junior staff and support training and development.

Skills

Trust administration

Client relationship management

Compliance

Risk management

AML/KYC

Pension administration

Education

A-levels or equivalent

Relevant degree (law/business/finance)

Job description

With continued growth across the Bourse Group, we’re always on the lookout for bright individuals to join the team and we are currently looking for a Trust and Company Officer or Administrator to join Bourse Trust Company Limited, where we provide private wealth services covering family office, trusts, employee benefit trusts, foundations and company management. We also provide individual and company pension administration services.

Trust & Company Administration

• Manage a portfolio of trust and company clients, including the creation, administration, and termination of trusts.
• Oversee the preparation of trust and company documentation, such as trust deeds, minutes, resolutions, and reports, etc.
• Ensure the timely distribution of assets to beneficiaries.
• Maintain accurate and up-to-date records of all transactions, including investments, distributions, and tax filings.
• Liaise with clients, beneficiaries, legal advisors, and other stakeholders to provide tailored solutions
• Ensure compliance with relevant laws, including Guernsey’s fiduciary and tax regulations.

Client Relationship Management

• Build and maintain strong, professional relationships with clients, beneficiaries, and professional advisors.
• Provide assistance on trust and company matters, responding to client inquiries and requests promptly.
• Support client meetings, taking minutes, and providing updates on the status of trust and company arrangements.
• Proactively manage the resolution of client issues and ensure high levels of satisfaction with services provided.

Compliance and Risk Management

• Ensure compliance with all relevant regulations, including those set by the Guernsey Financial Services Commission (GFSC) and any other applicable laws and guidelines.
• Assist in the preparation of periodic reports for regulatory and client review, ensuring all administrative processes meet industry standards.
• Conduct due diligence checks, including anti-money laundering (AML) and Know Your Customer (KYC) requirements, for new and existing clients.
• Monitor trust and company cases for any potential risks and ensure the appropriate risk management procedures are followed.

Training and Development

• Keep abreast of regulatory developments and changes in trust and company legislation, ensuring that best practices are followed in all administrative processes.
• Mentor junior staff and provide guidance on technical aspects of trust and pension administration.
• Continue to develop personal knowledge and expertise through professional training and industry certification (e.g., ICSA, STEP).

Educational Requirements

A minimum of A-levels or equivalent. A relevant degree (e.g., law, business, or finance) is advantageous.

Professional Qualifications

Ideally, the candidate will hold or be working towards professional qualifications such as ICSA, STEP, or similar.

Experience

• A minimum of 2–3 years of experience in trust and company administration for the Administrator level and 3-5 years for the Officer level, preferably within the financial services or fiduciary industry.
• A solid understanding of the local and international regulations governing trusts and pensions.
• Experience with pension scheme management (defined contribution) and working with clients from a diverse range of industries and sectors.

At Bourse we pride ourselves on the calibre of our staff and collaborative teamwork. We provide a great benefits package which includes pension contributions, private healthcare cover and discretionary bonus.

• pension contributions
• private healthcare cover
• discretionary bonus

We are committed to helping our staff reach their full potential by supporting them with training and development opportunities, and we therefore encourage our staff to study for a relevant professional qualification for which we normally cover costs and provide study leave.

Bourse takes an inclusive approach to hiring and is a positive place to work, welcoming those who want to make a beneficial impact within our organisation, for our clients and in our communities.