Senior Trust Officer

Guernsey | Full-time | Fiduciary / Private Client

The Opportunity

Bullfinch Recruitment is partnering with an established independent fiduciary services provider that delivers bespoke wealth structuring, trust administration, and corporate services to high-net-worth individuals, families, and institutional clients internationally.

Our client operates across multiple international jurisdictions and has built a reputation for delivering high-quality, relationship-driven fiduciary services. Their teams support complex global structures, working closely with investment managers, legal advisers, and professional intermediaries to ensure efficient administration and governance of private client arrangements.

Due to continued growth, our client is seeking a Senior Trust Officer to join their Guernsey team.

Role Overview

The Senior Trust Officer will play a key role in administering a portfolio of trust, company, and private client structures. Working closely with Trust Managers and Directors, the successful individual will deliver consistently high standards of client service while maintaining strong operational control and regulatory compliance.

This role offers ownership of client relationships and structures, requiring strong organisational skills, attention to detail, and the ability to manage complex matters with increasing autonomy.

The position is well suited to an experienced fiduciary professional seeking progression within a respected and stable organisation.

Key Responsibilities

Trust and Company Administration

• Administer a portfolio of trust, company, and private client structures in accordance with governing documentation and applicable regulations

• Draft trust and company minutes, resolutions, and client correspondence

• Maintain accurate client records, including statutory documentation and transaction records

• Complete periodic reviews and validations of trust and company structures

• Process distributions to beneficiaries and maintain appropriate supporting records

Client and Intermediary Management

• Liaise with clients, settlors, beneficiaries, investment managers, bankers, lawyers, and other professional intermediaries

• Support client meetings and assist in preparation of meeting materials

• Build and maintain strong working relationships across client and professional networks

• Handle client queries and instructions efficiently and professionally

Governance, Compliance, and Operational Support

• Maintain and update client due diligence and KYC documentation

• Ensure accurate record-keeping and reconciliation of client financial activity

• Assist with company secretarial activities, including share transfers and updates to director and officer records

• Support managers and directors with projects and ongoing operational requirements

• Maintain up-to-date knowledge of fiduciary, compliance, and AML requirements

Candidate Profile

Experience and Qualifications

• Proven experience in trust and company administration within a fiduciary or private client services environment

• STEP, ICSA, ACCA, ACA, or similar qualification (qualified, part-qualified, or willing to study) preferred

• Strong understanding of fiduciary structures and regulatory requirements

Skills and Attributes

• Excellent organisational and time management skills

• Strong written and verbal communication skills

• High attention to detail and accuracy

• Ability to manage multiple priorities and meet deadlines

• Professional, client-focused approach

• Strong interpersonal skills and ability to work effectively within a team

Technical Capability

• Comfortable working with fiduciary administration systems and electronic record-keeping platforms

• Competent across standard office software and document management systems

Progression and Development

This role offers clear progression opportunities for the right individual, with structured support for professional development and the potential to move into management-level positions over time.