Trust Professional
Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients optimise their personal and business wealth and to create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long-term.
Established in Guernsey in 1977, we are one of the largest independent private client firms in the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including:
- A competitive salary
- Flexible working and dress for your day policies
- Full financial support and study leave for professional development
- Top-level health insurance for our people and their dependents
- Annual performance-based bonuses
- E-bikes free for staff use and opportunities to take part in green initiatives
- Regular sports and social events as well as opportunities to support local charities
Opportunity details
We’re looking for an enthusiastic trust professional who demonstrates our core values and wants to build a rewarding career delivering client service excellence.
This role is a permanent contract, working within a trust and corporate services team to support high-net-worth individuals and their families.
About your role
The team are flexible with regard to the level of the position and are therefore open to applications from Senior Administrator to Senior Officer level. The responsibilities of the role will be tailored to the successful candidate’s knowledge, experience and resulting job level.
You’ll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including:
- proactively building relationships with clients to understand their objectives
- responding positively and promptly to client requests, delivering consistent, first-class service
- undertaking day to day bookkeeping for companies and trusts to trial balance
- producing simple sets of accounts with assistance and, with training, developing the necessary skills to review accounts where applicable
- ensuring that all necessary statutory records are set up and maintained for a defined portfolio of clients
- prioritising tasks effectively to meet targets, deadlines, and objectives set by managers
- attending relevant courses to enhance technical knowledge and pursuing trust qualifications where applicable
Other duties expected at Officer and Senior Officer levels include:
- undertaking the day to day organisation and administration of a defined portfolio of clients
- delegating tasks where appropriate and providing constructive feedback to junior staff, ensuring they understand any errors and how to improve performance
- reviewing workloads with the manager to ensure that backlogs do not occur, and that financial targets and time utilisation is met
- signing correspondence as a ‘C’ signatory, and being fully conversant with office policy pertaining to signing powers
- assisting in the production of accounts for a defined portfolio of clients
- ensuring that the team remains well motivated and that work is carried out in an efficient and effective manner
- completing any other relevant duties as requested by your manager
We’re looking for someone with:
- A professional trust qualification (e.g. with the Society for Trust and Estate Practitioners (STEP) or Chartered Governance Institute), or an interest in undertaking professional qualifications
- Sound technical knowledge of trust and some knowledge of tax (depending on job level)
- Good communication skills and ability to develop effective relationships at all levels
- Effective organisational and planning skills
- Accuracy and attention to detail
- A collaborative, collegiate approach to work
- A dedicated, pro-active and professional approach with commitment to best practice
- The ability to work independently, use initiative and to prioritise work
- The ability to work in a timely manner, and to meet deadlines
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