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<span>Trust Officer</span>

Trust Officer

Finance Guernsey, Guernsey Full-time
Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description


  • To manage a designated portfolio of trusts and companies of low- medium level complexity and to complete all tasks and processes related to the administration of those entities.
  • Dependent on experience level the TO may act as a supervisor to a more junior team member.

Main Responsibilities

Trust Officer will include but are not limited to:

  • The administration of a portfolio of of trusts and companies of low- medium level complexity.
  • Cash management and payments.
  • Drafting of minutes and resolutions.
  • Maintenance of records, statutory or otherwise.
  • Bank/investment account openings.
  • Ensuring that client invoices are produced and sent to the client in a timely manner.
  • Ensuring that debtors are controlled and debts collected in a timely manner.
  • Involvement in the preparation for client meetings (and occasional attendance at) and follow up on action points.
  • Liaising with intermediaries.
  • Ensure CDD is maintained for all clients in accordance with the Guernsey Handbook and procedures set by the Risk & Compliance Committee.
  • Be involved in the client acceptance process in line with TCI’s procedures; liaising closely with the Director responsible and the Client Acceptance Risk Committee.
  • Liaising with the Compliance department on AML and fiduciary reviews and ensuring the timely completion of any action points.
  • Involvement in investment monitoring, including attendance at and recording of quarterly meetings with ARC and the setting and regular review of investment restrictions.
  • Attend mandatory training sessions.
  • Take responsibility for continuing self-development by working on performance goals and undertaking training as agreed with management and HR.
  • Ad-hoc tasks or projects as required including assisting on other clients in line with the above tasks.



Qualifications Required
  • At least 2-5 years experience in company and trust administration.
  • STEP/ICSA or equivalent, fully or part qualified with an expectation that studies will be completed in due course.
  • Proficient in MS Word, Excel and Outlook.
  • Excellent written and oral communication
  • Experience of Viewpoint would be an advantage but not essential.
  • Knowledge of Guernsey’s regulatory environment.


  • The ability to use initiative and work independently
  • Enthusiasm, reliability and flexibility
  • Willingness to get involved and work as part of the team
  • The ability to remain calm when under pressure and to meet deadlines
  • Accuracy and an eye for detail
  • The ability to time manage effectively and to prioritise and organise workflow
  • Strong communication skills – confidence in engaging with staff at all levels.
Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful.  These are:

  • We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.
  • We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
  • We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.
  • We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.
  • We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.