Trust Officer

Guernsey | Full-time | Fiduciary / Private Client

The Opportunity

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

Our client operates across multiple international jurisdictions and supports complex wealth and estate planning structures. Their Guernsey office forms a key part of their global operation and offers a collaborative environment focused on delivering high-quality client service and long-term professional development.

They are now seeking a Trust Officer to join their growing fiduciary team.

Role Overview

The Trust Officer will support the administration of a portfolio of trust, company, and private client structures, working closely with senior team members and managers to ensure efficient, accurate, and compliant delivery of fiduciary services.

This role offers strong progression opportunities, with increasing responsibility over client relationships and structures as experience develops. The successful individual will gain exposure to complex international fiduciary arrangements and develop into a trusted point of contact for clients and intermediaries.

The role requires strong organisational skills, attention to detail, and a proactive approach to client service.

Key Responsibilities

Trust and Company Administration

• Assist in the administration of trust, company, and private client structures in accordance with governing documents and regulatory requirements

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

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

• Support bookkeeping processes, record transactions, and maintain organised client files

• Assist with maintaining accurate financial records and reconciliation of client accounts

Client and Intermediary Support

• Communicate with clients, beneficiaries, bankers, lawyers, and other professional intermediaries

• Respond to client queries and requests in a professional and timely manner

• Support client meetings and assist with preparation of relevant documentation

• Build strong working relationships with internal and external stakeholders

Governance, Compliance, and Operational Support

• Maintain and update client due diligence and KYC documentation

• Ensure compliance with internal procedures and regulatory requirements

• Support company secretarial activities and administrative changes to corporate structures

• Identify potential issues early and escalate appropriately

• Maintain confidentiality and professional standards at all times

Team and Operational Contribution

• Organise and manage workload effectively to meet deadlines

• Support senior team members with client administration and projects

• Maintain accurate and efficient filing and record-keeping systems

• Contribute positively to the team environment and overall efficiency of operations

Candidate Profile

Experience and Qualifications

• Experience within a trust and company administration role preferred

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

• Understanding of fiduciary structures and administration principles

Skills and Attributes

• Strong organisational skills and attention to detail

• Excellent written and verbal communication skills

• Professional and client-focused approach

• Strong interpersonal skills and ability to build working relationships

• Ability to manage multiple priorities effectively

• Proactive and eager to learn

Technical Capability

• Comfortable using fiduciary administration systems and electronic document management platforms

• Competent across standard office software and databases

Development and Progression

This role offers excellent long-term career progression within fiduciary services. The successful candidate will receive support in developing their technical expertise, building client relationships, and pursuing relevant professional qualifications, with clear pathways toward senior administration and management roles.