Assistant Trust Manager

Role overview

To provide day to day assistance with the running of a Private Client and Corporate Services sub-team’s portfolio of clients which will contain a mixture of trusts, companies and other structures dealing with a wide variety of arrangements which will be of both a routine and complex nature. 

Job accountabilities
Day to day running of own small portfolio of complex clients and provide oversight and assistance with the sub-team’s portfolio of clients to include:

• Ensure that all procedures manuals, relevant laws, guidelines, regulations and codes of practice are followed in all aspects of the role, i.e., client and non-client related
• Liaise with other departments regarding accounting and taxation issues and with line managers regarding operational issues.
• Liaise with clients and intermediaries both by telephone and in writing
• Assist junior employees with queries/problems being encountered and assist in the resolution thereof

Staff management may include:

• Management of a sub-team on a daily basis and providing advice and assistance on the resolution of queries, as required
• Ensure that team members receive the necessary training in order to carry out their roles to the best of their ability
• Control and delegation of the sub- team’s day to day workload
• Completion of annual appraisals and probation reviews for team members as and when required
• Responsibility to escalate matters to the line manager as appropriate.
• Responsibility to ensure that a trust administration team meet efficiency targets where relevant
• Resolve any conflicts which may arise within a trust administration team

Minimum education and experience

• Educated to ‘A’ Level standard, or equivalent
• A minimum of six years’ relevant experience
• A relevant professional qualification i.e. STEP Diploma, ICSA

Required skills

• Good standard of business writing and numeracy skills
• Demonstrated ability of managing an administration team
• Excellent communication skills and ability to impart knowledge to others, including clients, clients’ advisors and professional intermediaries
• Demonstrated ability to manage and maintain client relationships in accordance with KPIs and Praxis standards
• Demonstrated ability to take responsibility for all work, and all work delegated to administration team, including the prioritisation of workload and ability to meet deadlines at all times
• Demonstrated knowledge of legal and regulatory framework operating in Guernsey and other territories, including anti-money laundering provisions and relevant fiduciary laws etc.
• Technical competence in relation to all fiduciary matters including trusts, companies, pensions, limited partnerships and other structures
• Excellent critical analysis and problem solving skills, ability to convey these to the team to improve standard of work and levels of efficiency
• Ability to work to deadlines with the minimum of supervision and to obtain an overview of a situation promptly and ascertain potential problem areas and solutions thereon.

We are looking to receive applications from local applications not requiring a housing licence.

Commitment to diversity

We want you to bring your full self to work and maximise your potential. Praxis is a place where everyone
can thrive, whatever their gender, ethnicity, disability, sexual orientation, and socio-economic background.

Applying with a disability

We are committed to ensuring a great experience for colleagues with a disability. Once you get to the
selection stage, please let us know about any adjustments that you may require.

Apply

Thank you for your application. We receive a high volume of enquiries and aim to view and assess all
applications as soon as we can. We will do our best to respond to you.