Job title: Trust CRM - Family Office Client
Job type: Permanent
Emp type: Full-time
Industry: Financial Services
Functional Expertise: Trust & Corporate
Skills: Guernsey Permanent Trust & Corporate Family trust private client UHNW Private Equity Investments Property Family Office
Salary type: Annual
Location: Guernsey
Job published: 2024-11-27
Job ID: 44893
Contact name: Marcel Magloire
Phone number: +441481714634
Contact email: marcel.magloire@firstcall.co.gg

Job Description

This is a superb opportunity to work as part of a small team that supports a large private family office client and carry out high quality trust management services to a multi-billion family trust structure.

You will have exposure to a diverse range of assets including private equity, tech start ups, private jets, yachts, property, art and listed trading companies.

Responsibilities include

  • Provide efficient administration services and liaison with this large family office client.
  • Collaborate on client work; supported by excellent long standing leadership.
  • Assist in risk mitigation and compliance and supporting with joint projects as they arise.
  • Assist intermediaries in meeting client expectations and operating proactively in maintaining relationships

The team works in collaboration, managing a shared inbox and taking on various client work depending on the family office needs.

You will need to bring knowledge and experience of managing trust structures combined with a forward-thinking approach together with the ability to collaborate with your colleagues and operate with high levels of organisation and communication.

The family office client is ever growing and highly active, making this role a lively position and team environment.

We would love to hear from trust administration professionals at any of the following levels: Senior Administrator, Trust Officer, Senior Trust Officer, Assistant Manager.

If you are ready to take on this engaging and dynamic opportunity, we encourage you to apply or contact Marcel on 714634 or marcel@firstcall.co.gg