Trust Officer

4 weeks ago

Guernsey, United Kingdom Société Générale Full time

**Responsibilities**:
**Description of the Business Line or Department**

The purpose of the Fiduciary department is to deliver a high-quality trust and company administration service to the underlying client base in the most cost effective and commercial manner for the ultimate shareholder.

The business line has SG Trust Asia, SGKH Trust CI Limited and SGKH Trust London within its scope.

**Summary of the key purposes of the role**

To support the team and complete the day-to-day activities involved in the administration of a portfolio of Trust and Companies.

Maintain Client Relationships.

Provide an overarching quality of service to internal and external stakeholders

To develop understanding of the JFSC/ GFSC regulations and AML/ KYC legislation (Plus any others that are relevant) and how they impact the day-to-day activities

**Summary of responsibilities**
- To act as an effective member of the fiduciary team, and assisting other members of the team to ensure that all business objectives are met in a timely manner, and all operational standards and controls are complied with, to maintain a sustainable fiduciary business.
- To help maintain the highest level of trust and company administration to minimise business risk, and to adhere to a culture of compliance with policies, appropriate risk management, and use the principles of treating customers fairly (TCF) where appropriate i.e., when dealing with complaints/queries.
- To assist in the development of working relationships with clients, intermediaries and internal contacts to maximise client retention. Having confidence to communicate and build rapport with colleagues, line managers, other departments and intermediaries.
- Listens and demonstrates understanding of instructions given.
- To demonstrate an understanding of fiduciary responsibility in order to protect the client, yourself, the team and the business.
- Ensure that workload is prioritised efficiently and completed in accordance with established deadlines. Follow up on tasks that have been passed to other team members/ intermediaries or on queries raised for allocated work.
- To support the client facing team, whether that be in your direct line reporting or across departments.
- Work well with or without direct supervision.
- Demonstrate a positive, supportive and enthusiastic attitude, taking an interest in different roles, departments to deepen knowledge and understanding of the Trust Company.
- Prepare minutes and resolutions as required;
- Contribute and achieve personal and team targets and deadlines reviewing at monthly intervals throughout the year with Team Leader Line Manager and/ or Private Client Director
- Assist with the training of new members of staff on KH systems
- Develop and sustain a broad technical knowledge across products and services of the Bank to ensure business is supported;
- Have a solid understanding of risk-based approach and the impact that has on day to day administration of structures.
- Understanding of business processes and procedures.
- Ask questions when unsure or to gain greater understanding and know when to escalate matters to line manager or superior.
- Analyse and summarise data, present findings in a logical format.
- Completion of mandatory training within timeframe specified.

**Profile required**:
**Competencies**

Required:

- Ability to demonstrate good communication and relationship building skills, in order to seek information, understand others, facilitate teamwork and build confidence.
- Good numeracy and literacy skills
- Attention to detail and accuracy
- Relevant experience within a trust company

Desirable:

- Ability to understand trust and company legal documents and accounts.
- An understanding of the relevant laws relating to ‘Trust Company Business’ in the role location.
- An understanding of the duties and responsibilities of a Fiduciary
- Willingness to undertake professional studies relevant to role

**Why join us**:
People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

**Business insight**:

- We are an
- **equal opportunities employer** and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and- Reference:

- **230007CQ**
- Entity:

- **Kleinwort Hambros**
- Starting date:

- **2023/05/15**
- Publication date:

- **2023/03/15

  • Trainee Trust Officer

    4 weeks ago

    Guernsey, United Kingdom Shearwater Recruitment Full time

    **Description**: Our client is seeking a dedicated and eager Trainee Trust Officer to join their trust administration team. As a Trainee Trust Officer, you will undergo comprehensive training to develop a strong foundation in trust administration practices and compliance. Your willingness to learn, attention to detail, and strong communication skills will...

  • Senior Trust Officer

    1 week ago

    Guernsey, United Kingdom ZEDRA Full time

    ZEDRA Guernsey are recruiting for Senior Trust Officers to join the Incentives team! The Senior Officer will take direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to all clients, intermediaries and other stakeholders. You will work to identify and...

  • Pensions Administrator

    4 weeks ago

    Guernsey, United Kingdom AP Personnel Full time

    New - Location: Guernsey - Salary: Negotiable per year - Job Type:Permanent Posted about 7 hours ago - **Contact**: Carla Whitham - **Start Date**: ASAP - **Expiry Date**: 15 April 2023 - **Job Ref**: 46530 A multi-jurisdictional provider of fund, corporate and private wealth services are seeking to appoint a Pensions Administrator / Trust Officer to...

  • Trust Administration Positions, Multi-family Office

    3 weeks ago

    Guernsey, United Kingdom AP Executive Full time

    New - Location: Guernsey - Salary: Negotiable per annum - Job Type:Permanent Posted about 2 hours ago Our client is a Guernsey based trust company with the focus on delivering high quality professional services to a global range of family offices and UHNW individuals. On their behalf we are looking for a trust manager and a senior officer to be based in...

  • Trust Administrator

    2 weeks ago

    Guernsey, United Kingdom AP Personnel Full time

    New Location: Guernsey Salary: Negotiable per year Job Type:PermanentPosted about 7 hours ago- Contact: Carla Whitham- Start Date: Asap- Expiry Date: 07 April 2023- Job Ref: 44689AP Personnel are delighted to be working with a dynamic, independent Trust company seeking a Trust Administrator to join its Guernsey office.This is a fantastic opportunity to join...

  • Client Reviewer, Trust

    2 weeks ago

    Guernsey, United Kingdom AP Personnel Full time

    Location: Guernsey Salary: Negotiable per year Job Type:PermanentPosted about 10 hours ago- Contact: Carla Whitham- Start Date: ASAP- Expiry Date: 03 May 2023- Job Ref: 46575Our client is seeking to appoint a Client Reviewer. This job involves working as a member of the Trust Client Review Team in successfully carrying out a programme of Trust Client Reviews...

  • Senior Client Services Officer

    4 weeks ago

    Guernsey, United Kingdom Trident Trust Full time

    Senior Client Services Officer March 2023 Guernsey Trident Trust is a leading independent provider of corporate, trust and fund services to the financial services sector worldwide, employing over 1,000 staff across a global footprint that spans Africa, the Americas, Asia, the Caribbean, Europe and the Middle East. Client focused and service oriented, we...

  • Senior Officer, Private Wealth

    3 months ago

    Guernsey, United Kingdom IQ-EQ Full time

    Company Description IQ-EQ is part of a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: **Responsibilities** - Perform a wide variety of Trust administration tasks...

  • Senior Officer, Private Wealth

    4 weeks ago

    Guernsey, United Kingdom IQ-EQ Full time

    Company Description IQ-EQ is part of a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: **Responsibilities** - Perform a wide variety of Trust administration tasks...

  • Senior Officer, Private Wealth

    2 weeks ago

    Guernsey, United Kingdom IQ-EQ Full time

    Company DescriptionIQ-EQ is part of a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.Job Description:Responsibilities Perform a wide variety of Trust administration tasks accurately and in a...

  • Compliance Officer

    3 weeks ago

    Guernsey, United Kingdom Société Générale Full time

    **Responsibilities**: **Description of the Business Line or Department** The key objective of the Compliance team within SGKHCI is to ensure that the Registered Person complies fully with all its legal and regulatory obligations relating to Financial Services, AML/CFT and Data protection. Primary focus will be on regulatory compliance assessing the...

  • Trainee Corporate Officer, Guernsey

    4 weeks ago

    Guernsey, United Kingdom AP Personnel Full time

    New - Location: Guernsey - Salary: Negotiable per year - Job Type:Permanent Posted about 7 hours ago - **Contact**: Carla Whitham - **Start Date**: ASAP - **Expiry Date**: 15 April 2023 - **Job Ref**: 46529 A leading international provider of corporate, trust, tax, accounting, and fund administration services are seeking to appoint a Trainee Corporate...

  • Financial Crime Officer

    3 weeks ago

    Guernsey, United Kingdom Société Générale Full time

    **Responsibilities**: **Description of the Business Line or Department** The key objective of the Compliance team within SGKH is to ensure that the role holder complies fully with all its legal and regulatory obligations relating to Financial Services, Financial Crime and Data protection. Primary focus will be on financial crime compliance assessing the...

  • Senior Officer, Private Wealth

    3 months ago

    Guernsey, United Kingdom IQ-EQ Full time

    Company Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: We have an exciting role for an experienced Administrator to join us as a Senior...

  • Compliance Officer

    3 weeks ago

    Guernsey, United Kingdom Investec Full time

    We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...

  • Senior Officer, Private Wealth

    2 weeks ago

    Guernsey, United Kingdom IQ-EQ Full time

    Company DescriptionIQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide.Job Description:We have an exciting role for an experienced Administrator to join us as a Senior Officer.You'll...

  • Money Laundering Compliance Officer and Mlro

    3 weeks ago

    Guernsey, United Kingdom Investec Full time

    We're one of the UK's leading investment management companies, with responsibility for over £44 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients. Investec Wealth & Investment seeks to deliver exceptional levels of customer service and...

  • Compliance Associate, Mlro, Banking

    3 weeks ago

    Guernsey, United Kingdom AP Executive Full time

    New - Location: Guernsey - Salary: Negotiable per annum - Job Type:Permanent Posted about 2 hours ago Our client is a global financial services operation with their core business in private and retail banking. For their Guernsey office they are looking for an MLRO to support the Channel Islands compliance and risk function. As MLRO you will be working...

  • Compliance Advisory and Services Support Officer

    2 months ago

    Guernsey, United Kingdom RBS International Full time

    Our people work differently depending on their jobs and needs. From home working to job sharing, visit the remote and flexible working page on our website to find out more. This role is based in Guernsey and as such all normal working days must be carried out in Guernsey. Join us as a Compliance Advisory and Services Support Officer - We’ll look to you...

  • Trainee Officer, Private Wealth

    2 months ago

    Guernsey, United Kingdom IQ-EQ Full time

    Company Description IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description**: **Responsibilities** Perform a wide variety of Trust administration tasks accurately and...