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Westminster Asset Management
Home Business Appointments

Butterfield trust professional achieves global success in STEP qualification

April 26, 2019
in Appointments, Business, Guernsey

Butterfield - Guernsey

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Butterfield Trust Administrator Aimee Sarre has received a Worldwide Excellence Award from the Society of Trust and Estate Practitioners (STEP) for achieving the highest mark globally in the STEP Advanced Certificate in Trustee Investment & Financial Appraisal.

Aimee has been awarded the STEP Diploma in International Trust Management with distinction and is therefore a registered Trustee and Estate Practitioner.

“STEP is the trust industry’s leading professional body so I’m proud to receive a Worldwide Excellence Award from the organisation. Completing the diploma has increased my skillset and knowledge of the trust and fiduciary sector and has provided me with the relevant tools to progress my career at Butterfield Trust. It’s also enabled me to network and build relationships with other industry professionals,” said Aimee.

A number of other Butterfield employees have also completed industry exams. Trust Administrator Lydia McClean completed her final STEP Advanced Certificate in Trustee Investment and Financial Appraisal and has now been awarded the STEP Diploma in International Trust Management with distinction. Lydia is now a registered Trustee and Estate Practitioner.

Assistant Trust Officer Megan Diamond completed her final STEP Advanced Certificate in Trust Creation Law and Practice. She has now been awarded the STEP Diploma in International Trust Management with distinction. Client Accounting Manager Radek Sadowski also completed the Advanced Certificate in Trust Creation: Law and Practice with distinction.

Trainee Client Accountant Aleks Mieczakowska completed her F6 Taxation exam for the Association of Chartered Certified Accountants (ACCA).

Lindsay Ozanne, Deputy Managing Director at Butterfield Trust (Guernsey) Limited said: “We are thrilled with the results our empolyees have achieved in their recent examinations. Their successes are testament to months of hard work and dedication. For Aimee to achieve the highest mark globally in her final STEP module is an outstanding achievement. At Butterfield, we are committed to nurturing and supporting the next generation of leaders in the Trust industry.”

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