JOB SPECIFICATION
Job Title:
Trust Officer
Company:
New Street Management Limited
Location:
Guernsey
Reporting to:
Trust Manager
Roles Reporting to this Position:
Trust Administrator
New Street Management Limited:
New Street is a privately owned and independent trust company providing bespoke fiduciary services to its international client base. New Street Management Limited and its subsidiary companies benefit from a wealth of experience in the establishment and administration of wealth management and asset protection structures.
Position Summary:
To take responsibility for a designated portfolio of trusts and corporate structures and to complete all assigned tasks and processes, operating within the controls, guidelines and procedures as established by the directors / managers, including training, and developing more junior members where required.
Specific Duties:
• Have a good understanding of trust and corporate regulatory requirements
• Become familiar with team’s existing allocated client portfolio
• Ensure quality day to day service for team’s client portfolio
• Pro-actively work with internal individuals and groups to ensure timely delivery of client data
• Ability to resolve queries/find solutions
• Be familiar with and adhere to New Street’s internal practices and procedures
• Always adhere to internal regulatory procedures
• Focus on chargeable time, manage, and record own time effectively
• Be responsible for and effective in cash collection and control of debtors for own clients and provide guidance for administrators/senior administrators in the team
• Understand and be pro-active in relation to client acceptance procedures and the associated risk involved
• Be involved in the preparation of, and attendance at client meetings and follow up on action points
• Be proficient, accurate and timely in all written communications
• To maintain a courteous, positive and professional manner with both external and internal clients /colleagues always
• Communicate effectively and concisely with clients (and other team members) by telephone and face to face
• Take responsibility for continuing self development
• Work on agreed training requirements and performance goals to ensure on-going development
• Consult and escalate issues and exceptions to the Associate Director/Manager to alleviate problems or risks
Other Requirements:
The candidate will ideally have:
• A minimum of three to four years relevant experience
• A relevant qualification eg: ICSA or STEP Diploma
• A commitment to a career in trust and company administration
• Excellent written and verbal communication skills
• The ability to use MS Word, Excel and Outlook at an intermediate level
• A commitment to and focus on providing quality client service
• Strong team skills and be flexible to change and the needs of the business
• Analytical skills and be detail orientated
• The ability to work in a deadline/volume driven environment whilst maintaining accuracy and focus
• The ability to drive and execute tasks and encourage others to do so
• A willingness to learn new skills and to assist others to learn
• The ability to prioritise and focus on the most urgent and important task
• Exhibited skill in planning and monitoring workloads and successful in delegating and checking work of administrators / senior administrators in order to achieve goals within expected timescales
• A proven academic record
Other:
Various New Street companies are licensed by the Guernsey Financial Services Commission. Please see our website www.nsmtrust.com for details. The post holder is required to ensure to the best of his or her ability that the duties and obligations imposed by virtue of such authorizations are always discharged effectively.