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Estera

Trust Officer

Trust Services [TSVC] – Guernsey, Guernsey
Department Trust Services [TSVC]
Employment Type Permanent

BASIC FUNCTION:

Estera Fiduciary Services (Guernsey) Limited has a small but dedicated team of client facing staff. We pride ourselves on providing a high quality and responsive service to our clients. The Trust Officer will undertake a variety of duties within a small trust team covering the administration of Trust, Pension and Company structures, for both private and corporate clients.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

  • General administration of trusts and companies, liaising with clients, bankers, brokers and other professional advisors. This includes periodic file reviews, client billing and collection. Structures to be administered can include pension schemes, conventional trusts and Asset holding companies.
  • Involvement in the take on of New Business.
  • Maintenance of statutory records.
  • Review of agreements including property contracts and other legal documents.
  • Management of the training and development programmes for the Company’s trainee Trust administrator and supervising of the work of the same staff member.
  • Any other such duties that may be reasonably required.

KNOWLEDGE, SKILLS AND EXPERIENCE REQUIRED:

  • ICSA or STEP qualification (or part qualified).
  • Trust administration experience is essential.
  • Good experience of reviewing and understanding highly technical documentation.
  • Keen attention to detail and good internal/external communication skills.
  • Computer literate with good knowledge of Excel and Word.
  • Experience of or ability to learn Viewpoint administration system.
  • Good experience of managing and working as part of a team and leading by example.
  • Willingness to operate in a hands-on capacity as part of a close knit team.        
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  • Location
    Guernsey, Guernsey
  • Department
    Trust Services [TSVC]
  • Employment Type
    Permanent
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