Senior Trust Officer – Asset Owners

About Northern Trust:

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role / Department:

We are seeking a candidate that will provide high quality service to a multi-billion dollar book of fiduciary clients within the Institutional Fiduciary Team. The role touches all elements of finance including banking, fiduciary, custody and funds.

The Institutional Fiduciary Team administers pension trusts, endowments and companies for some of Northern Trusts strategic clients with a focus on ultra high value institutions. We manage around 12 client relationships within a team of 8 people with a focus on bespoke Fiduciary services.

Our clients are typically on a fixed fee or ad valorum based fee structure, meaning no hourly billing to maintain.

Key Responsibilities of the role

· Work on a mixed portfolio of company and trust structures on behalf of clients, engaging with internal partners, advisors and managers to provide excellent client service.

· Balancing client expectations with appropriate fiduciary risk management and diligence.

· Prepare/execute minutes and resolutions as required. Execute all necessary authorised documentation and payments.

· Review of financial statements.

· Depending upon the specific client, you may be a point of contact for them in relation to the fiduciary entities on their portfolio. Plan and attend client and advisors meetings.

· Authorised signatory.

· Ensure that client structures adhere to relevant regulatory requirements.

· Ensure that all decision making is accurately and appropriately documented, and client records and filings are accurate and in accordance with any relevant regulations.

· Proactively work within the fiduciary team and internal partners to help identify areas for improvement.

· Liaise with other Northern fiduciary teams to gain consistency of service where appropriate.

· Point of contact for service related issues.

Skills/Qualifications

The successful candidate will benefit from:

· Continuous development of your own knowledge to ensure up to date fiduciary best practice understanding.

· Understanding of regulatory requirements and changes for both Guernsey and other relevant jurisdictions.

· Highly professional approach to work and client interactions, especially with regards to privacy of information.

· Already qualified, working towards or keen to start, a professional ICSA or STEP qualification or holds equivalent experience.

· Applicants must have good written and verbal communication skills, good numeracy, computer skills and a positive 'can-do’ attitude.

· Candidates must be self-motivated and have excellent time management skills.

· On the job training will be supported by internal courses, external conferences and relevant professional qualification assistance.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Senior Trust Officer – Global Family Office

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Role / Department:

We are seeking a Senior Trust Officer that will provide high quality service to a multi-billion dollar book of fiduciary clients within the Global Family Office Team. The role touches all elements of finance including banking, fiduciary, custody and funds.

The Global Family Office Team provide fiduciary services to some of the wealthiest families around the globe, with the fiduciary team administering trusts, companies, foundations, PTCs and PCC structures. The families we look after are strategic clients of Northern Trusts and we service around twenty client relationships with a focus on bespoke high touch Fiduciary services.

Our clients are typically billed on a fixed fee-based fee structure, meaning no hourly billing to maintain!

Key Responsibilities for the role

· Work on a mixed portfolio of company and trust structures on behalf of clients, engaging with internal partners, advisors and managers to provide excellent client service.

· Exhibit developing knowledge of fiduciary duties, standards and practices with the ability to apply fiduciary knowledge and judgement.  

· Work collaboratively with internal partners and external advisors in identifying client need balancing client expectations with appropriate fiduciary risk management and diligence.

· Prepare/execute minutes and resolutions as required. Execute all necessary authorised documentation and payments.

· Work alongside the Senior Manager and designated Relationship Manager on day-to-day client activity.

· Review of financial statements.

· Be a point of client contact in relation to the fiduciary entities on their portfolio. Plan and attend client and advisor meetings.

· Authorised signatory.

· Ensure that client structures adhere to relevant regulatory requirements.

· Ensure that all decision making is accurately and appropriately documented, and client records and filings are accurate and in accordance with any relevant regulations.

· Understand and comply with internal policies, processes and procedures to effect prudent risk management and judgment. Recognise fiduciary risk issues and seek the appropriate resolution.

· Proactively work within the fiduciary team and internal partners to help identify areas for improvement and growth.

· Consult with other Northern fiduciary teams to gain consistency of service where appropriate.

· Point of contact for service related issues.

· Maintain all documentation/files as appropriate to each client relationship. 

Skills/Qualifications:

The successful candidate will benefit from having

· A continued development of industry knowledge to ensure up to date fiduciary best practice and understanding.

· Understanding of regulatory requirements and changes for both Guernsey and other relevant jurisdictions.

· Highly professional approach to work and client interactions, especially with regards to privacy of information.

· STEP or ICSA Qualification (preferable)

· Direct experience in interacting with demanding clients or prospects and meeting their needs.

· Applicants must have good written and verbal communication skills, good numeracy, computer skills and a positive 'can-do’ attitude.

· Candidates must be initiative-taking and have excellent time management skills.

· Excellent organizational skills and comfort in prioritizing competing demands 

· Ability to perform under pressure and to be flexible with working when required.

· On the job training is provided via internal courses, on-line training, external conferences and relevant professional qualification assistance.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Senior Administrator – Operations and Business Support

Praxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world.

Our expertise and experience is driven by recruiting and retaining the brightest and best, and creating a culture that allows people to thrive. Our independence encourages an open culture where every voice is valued. We care about creating an environment that hears, supports and shares openly with all our people.

Teamwork and collaboration are at the heart of our approach, and we nurture an environment of openness and respect where everyone feels valued.

Be heard. Be part of the Praxis Group.

Our central services team provides centralised support to the Group. A career with us provides the chance to work with colleagues across our global network, delivering support across technology & business systems, marketing & communications, finance & accounting, compliance & risk, HR, facilities and administration.

Job summary:

To ensure that there are sufficient processes, procedures and reporting systems in place to monitor, review, assess and minimise client operational & AML/CFT risk within the business, whilst acting in accordance with the local Laws, Orders, Codes of Practice and Regulations and Group policies.

In particular the post holder is expected to work with the other departments to ensure that systems & controls are fully effective; up to date and compliant with our regulatory obligations.

Job accountabilities:

Data Processing & Review

· Company secretarial duties for in-house companies (non-lead licensee companies).

· Maintenance of statutory records for in-house companies.

· Administrator of the Banking platforms.

· Manage banks’ requests for information where Praxis has an introducer status.

· Set up of contact cards on Acumen.

· Assistance with un-allocated post.

· Preparation of RORASQ documentation for Annual Validation filing deadlines

· Provide administrative support for the Acumen database in relation to statutory data.

· Provide support pan-island in the alignment of data in Acumen and the standardisation of policies & procedures as they affect the team.

· Assist with various projects as arise from time to time in relation to collation & reconciliation of data.

· Assist with data reconciliation and exception reporting, including weekly audit report of Acumen, weekly outstanding source of funds and monthly original client due diligence reconciliation.

Other

· To assist with and provide cover for the Guernsey Registry submissions and management of the data held in Acumen & at the Registry.

· To assist with the management of the Annual Confirmation Statement filings process.

· From time to time to also undertake specific additional tasks or projects as advised.

Professional Qualifications and Experience

· A minimum of 5 years’ relevant experience

· Guernsey Company secretarial experience

Skills and Knowledge

· IT aware preferably with Excel & Word basics.

· Organised, with attention to detail and accuracy of data input.

· Strong analytical skills.

· Risk awareness & awareness of regulatory reporting requirements.

· Strong communication and interpersonal skills.

· Team player.

· Ability to maintain complete confidentiality.

Additional Information

In addition, all our team members are expected to be committed to our core values:

· We inspire

· We listen

· We trust

· We succeed together

Senior Administrator, Private Client Guernsey Private Client Permanent Hybrid Monday to Friday 36.25 hours per week

The Position Are you an experienced professional seeking a role where you can lead and develop within a dynamic and supportive team? As a Senior Trust Administrator, you’ll manage a portfolio of trusts and companies, ensuring exceptional service delivery and regulatory compliance.

This is an exciting opportunity to take ownership of complex client cases while working alongside a talented team in a globally respected organisation.

Your Responsibilities In this pivotal role, your key responsibilities will include:

· Portfolio Management: Take the lead in administering a portfolio of trusts and companies, ensuring all client files are up to date and detailed accurately.

· Collaboration: Liaise with lawyers, accountants, tax advisors, and banks to manage complex private client cases effectively.

· Financial Oversight: Ensure timely fee collection, debtor management, and coordination with the Accounts team to maintain accurate ledgers and meet accounting deadlines.

· Compliance: Address compliance review points promptly, ensuring all legislative requirements, including tax filings and AEOI reporting, are completed accurately and on time.

· Leadership: Support the team by delegating and overseeing tasks, providing guidance, and deputising for the Assistant Manager when needed.

· Industry Awareness: Stay informed about legislative changes and industry trends, raising relevant updates to the team and management.

· Process Improvement: Contribute to the refinement of team procedures and escalate concerns or suggestions for improvement where necessary.

Your Profile We’re looking for a proactive and detail-oriented individual with the following skills and attributes:

· Experience: Significant experience in a regulated finance or professional services environment.

· Qualifications: Fully or part-qualified in STEP, ICSA, or a similar qualification, with a willingness to continue professional development.

· Education: A strong educational background

· Organisational Skills: Excellent time management and the ability to handle complex tasks with accuracy and efficiency.

· Technical Skills: Proficiency with IT systems and a commitment to enhancing technical expertise.

· Client Service: A commitment to delivering first-class service while maintaining high standards of professionalism.

#LI-EO1 #hybrid

About Us

CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®

Visit our careers site to learn more about CSC and our commitment to our clients, communities, and each other.

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued.

CSC colleagues have global career opportunities and excellent benefits, including annual success-sharing bonuses or commission plans based on individual performance. To learn more, visit cscglobal.com/service/careers. 

We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs. Our commitment to accessibility reflects our broader dedication to diversity and belonging,