Senior Trust Officer

4 weeks ago


Saint Peter Port, United Kingdom Northern Trust Corp. Full time

**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.

**The Role**

The Trust Administrator/Officer will report directly to the Senior Trust Manager and act both directly as the day to day client contact for a number of family members, family offices and their nominated representatives for a number of complex structures, as well as being responsible for the direct management and mentoring of the more junior members within the team. They will work with the Senior Trust Manager in coordinating and overseeing the team members, who also have direct client contact within the GFO Fiduciary team and be expected to manage all of the fiduciary aspects of the relationship, also acting as a central point of contact internally and working closely with the Relationship Manager (where appointed) to provide the level of service clients expect from Northern Trust.

**The key responsibilities of the role include**:

- Report directly to the Senior Trust Manager
- Responsible for the day to day management of a book of relationships.
- Maintains a working knowledge of and utilises fiduciary knowledge and experience to identify opportunities for relationship enhancement;
- Works collaboratively with internal partners and external advisors in identifying client needs and
- solutions.
- Co-ordinating and when necessary minuting Fiduciary related meetings and decisions.
- Works alongside the Relationship Manager in preparing and attending client meetings and work with internal partners or third parties on any action items which arises.
- To act as an authorised signatory for the corporate entities of Northern Trust in respect to the management of the trust structures

**Skills/Qualifications**
- STEP or ICSA Qualification or working towards attaining either of them
- Experience of co-ordinating, attending and minuting board meetings and decisions
- Direct experience in interacting with demanding clients or prospects and meeting their needs
- Excellent organizational skills and comfort in prioritizing competing demands
- Ability to perform under pressure and to be flexible with working when required
- Self
- motivated
- Consciencous

**Competencies**
- Team focused
- Forward thinking and ability to question the status quo
- Expected to have knowledge of fiduciary duties and applicable laws, estate planning techniques, financial planning, asset management and prudent investment principles.
- Understands expected fiduciary standards and practices, applies fiduciary knowledge and judgment to fiduciary relationships.
- Complies with internal policies, processes and procedures to effect prudent risk management and judgment.
- Seeks continued development of fiduciary and advisory skills through training and experience.

**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.

**Reasonable accommodation**:
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.



  • Saint Peter Port, United Kingdom Northern Trust Corp. Full time

    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...


  • Saint Peter Port, United Kingdom Northern Trust Corp. Full time

    **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...


  • Saint Peter Port, United Kingdom Northern Trust Corp. Full time

    **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...


  • Saint Peter Port, United Kingdom Northern Trust Corp. Full time

    **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...


  • Saint Peter Port, United Kingdom Northern Trust Corp. Full time

    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...


  • Saint-Helier, United Kingdom IQ-EQ Full time

    Job DescriptionSenior Officer, Private WealthOffice: Jersey – Gaspé House - In order to fulfil the requirements of the role, it may be necessary to travel from time to time to client or other IQ-EQ Group office locationsDepartment: Private Wealth                               Responsibilities:Perform a wide variety of Trust...

  • Guernsey Compliance

    2 weeks ago


    Saint Peter Port, United Kingdom Northern Trust Corp. Full time

    **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...


  • Saint Peter Port, United Kingdom Northern Trust Corp. Full time

    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...


  • Saint Peter Port, United Kingdom Northern Trust Corp. Full time

    **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...

  • Administrator

    2 months ago


    Saint Peter Port, United Kingdom Tarian Trust Full time

    Tarian is a fiduciary services provider and multi-family office founded in 2019. A bespoke independent and privately owned business, focused on delivering high quality professional services to high net worth individuals and their families from all walks of life. The traditional business of Tarian will include the formation and full management of offshore...

  • Senior Officer

    2 months ago


    Saint Peter Port, 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**: The Senior Officer (KYC & Onboarding) will support the Fund Administration teams by...


  • Saint Peter Port, 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. Responsibilities (how we will measure success) Our corporate team provides director, corporate...


  • Saint Peter Port, 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. Responsibilities (how we will measure success) Our corporate team provides director, corporate...


  • Saint Peter Port, United Kingdom IQ EQ Administration Services (UK) Ltd Full time

    We are looking for a Senior Officer to join our team and hold responsibility for completing file reviews for our private wealth practice and resolving action points emerging from file reviews and onboarding. You will conduct reviews of the client book against a set methodology, identifying action points where relevant. They will take ownership of action...


  • Saint Peter Port, United Kingdom IQ EQ Administration Services (UK) Ltd Full time

    We are looking for a Senior Officer to join our team and hold responsibility for completing file reviews for our private wealth practice and resolving action points emerging from file reviews and onboarding. You will conduct reviews of the client book against a set methodology, identifying action points where relevant. They will take ownership of action...


  • Saint Peter Port, United Kingdom IQ EQ Administration Services (UK) Ltd Full time

    **Responsibilities**: The Senior Officer, Funds KYC will support the Fund Administration teams by co - ordinating the seamless on boarding of investors as well as maintaining a high level of support to the Fund Administration teams for BAU. **Tasks**: - You will work closely with your Manager and the Senior Management team in the on-boarding of new...


  • Saint Peter Port, 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**: The Senior Officer, Funds KYC will support the Fund Administration...

  • Trust Officer

    1 month ago


    St Peter, United Kingdom Citi Full time

    Cititrust (Jersey) Limited provides a wide range of personal Trusts and estate management services to UHNW clients of Citibank Private Bank. Cititrust (Jersey) Limited is part of a global fiduciary business with trust companies around the world that are integrated by both management, systems and responsible for the global business strategy and delivering...


  • Saint Peter Port, United Kingdom Northern Trust Corp. Full time

    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...


  • Saint Peter Port, United Kingdom Northern Trust Corp. Full time

    **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...