Our client, an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world is looking for an experienced Trust Manager

Job Accountabilities:

• Day to day running of a trust administration teams portfolio of clients.
• Ensuring that all procedures manuals, relevant laws, guidelines, regulations and codes of practice are followed in all aspects of the role. i.e. client and non-client related.
• Liaising with other departments regarding accounting and taxation issues and operational issues.
• Liaising with clients and intermediaries both by telephone and in writing.
• Attending client and intermediary meetings.
• Building relationships with the clients and intermediaries within the trust administration team and providing support in the absence of the relevant relationship principal.
• Assisting junior employees with queries/problems being encountered and assisting in the resolution thereof.
• Acting as B signatory.
• Providing cover for other trust administration teams and trust administration department managers in times of absence.
• Identifying efficiency and implementing the necessary measures.

Staff management may include:

• Managing a trust administration team on a daily basis and providing advice and assistance on the resolution of queries, as required to the sub-team leaders and employees within those teams.
• Ensuring that team members receive the necessary training in order to carry out their roles to the best of their ability.
• Providing support to the sub-team leaders regarding control and delegation of the teams day to day workload.
• Completing annual appraisals and probation reviews and providing support to the sub-team leaders.
• Responsibility for escalating matters to the Client Director as appropriate.
• Responsibility for ensuring that all team members within the trust administration team meet efficiency targets where relevant.
• Responsibility for ensuring all team members meets their KPIS and department deadlines.
• Resolving any conflicts which may arise within a trust administration team or escalating them appropriately

Minimum Education and Experience

• A minimum of 8 years relevant experience
• A relevant professional qualification i.e. STEP Diploma, ICSA Diploma or equivalent

Required skills

• Good standard of business writing and numeracy skills.
• Demonstrated ability of managing an administration team.
• Previous experience of managing own portfolio of clients.
• Excellent communication skills and ability to impart knowledge to others, including clients, clients advisors and professional intermediaries.
• Demonstrated ability to manage and maintain client relationships in accordance with KPIs and company standards.
• Demonstrated ability to take responsibility for all work, and all work delegated to administration team, including the prioritisation of workload and ability to always meet deadlines.
• Demonstrated knowledge of legal and regulatory framework operating in Guernsey and other territories, including anti-money laundering provisions and relevant fiduciary laws etc.
• Technical competence in relation to all Fiduciary matters including trusts, companies, pensions, limited partnerships and other structures.
• Excellent critical analysis and problem-solving skills, ability to convey these to the team to improve standard of work and levels of efficiency.
• Ability to work to deadlines and to obtain an overview of a situation promptly and ascertain potential problem areas and solutions thereon.