Senior Trust Officer
5 months ago
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 mitigate risk across their span of control and to work with their colleagues to achieve high standards of client service. You will be responsible for supporting more junior team members than themselves where required.
Our Incentives team provide a fully flexible Share Plan Trust/Employee Benefit Trust service that meets the requirements of listed and private companies. We have a long history of providing Share Plan Trustee services to accommodate individual company share plan needs. With a large team of highly experienced incentives specialists, we provide solutions to a broad range of global companies and employees.
**Knowledge & Experience**
**_ Professional and Technical Experience_**
The successful applicant will have experience of working with clients and complex structures within the fiduciary field and will demonstrate first class client service delivering against the needs and demands of their clients. They will demonstrate excellent technical competency and an ability to impart that knowledge to others effectively, with a proven track record in technical and complex transactions for their clients. A Senior Officer is expected to have a sound knowledge of current issues affecting fiduciary structures and the clients for whom we act having 4 years + experience.
**_ Personal Attributes_**
The successful Senior Officer will put their clients at the centre of everything they do, building relationships and exceeding expectations, they will be flexible and professional when working under time driven pressures and will have excellent prioritisation and time management skills. They will be self-motivated and focused on exceeding targets and goals and be supportive and respectful to team and colleagues.
The successful applicant will demonstrate excellent Zedra Values and furthermore have a high level of personal and interpersonal skills, building relationships with both clients and colleagues
**_ Academic and Professional Qualifications_**
The Senior Officer is expected to hold or be studying towards/willing to study towards a relevant professional qualification (such as STEP or ICSA), and to be educated to A-Level standards, or equivalent.
Once qualified you will also be expected to maintain the relevant Continued Professional Development (CPD) hours in line with your relevant qualification.
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