Trust Officer

As a Trust Officer at Ocorian, your primary responsibilities will include administering a portfolio of trusts and corporate structures for a multinational high-net-worth client base. You will maintain records, draft trust minutes, manage banking relationships, and establish investment accounts. Additionally, you'll liaise with clients to meet their needs and be involved in the full establishment of new structures to ensure compliance with regulatory requirements.

To qualify for the Trust Officer position at Ocorian, you should have at least one year of experience in company and trust administration. Being partially or fully STEP qualified is preferred, along with proficiency in Microsoft Office. A solid understanding of Guernsey's regulatory environment and experience in corporate settings would also be advantageous.

While prior experience in compliance isn't strictly required, familiarity with KYC, AML regulations, and overall compliance processes is highly beneficial. As a Trust Officer, you will be working closely with the compliance team to gather and update due diligence, conducting periodic reviews, which requires a solid understanding of compliance principles.

At Ocorian, career progression for a Trust Officer can be quite promising. Starting in this role allows you to gain extensive exposure to trust and company administration. This experience can lead to opportunities to supervise junior team members and further advance within the company, especially if you pursue additional qualifications and training provided through our GROW platform.

Ocorian is committed to the professional development of its Trust Officers. Regular training sessions are offered through our GROW platform, covering industry updates, regulatory changes, and taxation matters. Additionally, we provide support for studying professional qualifications, ensuring that our Trust Officers remain knowledgeable and competitive within the sector.

When managing multiple portfolios, I prioritize tasks based on deadlines and client needs. I rely on organized tracking systems and regular check-ins with clients to ensure that the most urgent matters are addressed first. Effective time management skills are vital in keeping everything running smoothly.

Certainly! In my previous role, I had a client who faced an urgent compliance issue. I quickly gathered all necessary documentation, collaborated with the compliance team, and set up a meeting with the client to discuss the solution. Keeping lines of communication open and acting promptly made all the difference in resolving the issue before deadlines.

I am proficient in Microsoft Office, including Excel for financial tracking, and have experience using various trust administration software. While I haven’t directly used Viewpoint, I am quick to learn new tools and adapt to software configurations that enhance efficiency in managing client data.

I stay informed about regulatory changes by attending training sessions and subscribing to industry newsletters. When initiating a new client relationship, I ensure all KYC processes are followed meticulously. Collaborating with the compliance team to conduct regular reviews further solidifies our adherence to relevant regulations.

In my last position, our team had to prepare a major client for a compliance audit. I took the lead in organizing the necessary documentation while delegating tasks among my teammates. We scheduled regular progress meetings to ensure everything was on track, and by the end, we exceeded the client’s expectations with our thoroughness.

I maintain accurate client records by implementing a diligently organized filing system, both physically and digitally. I make it a habit to update records regularly after meetings or when new information comes in, ensuring nothing is overlooked. Consistency is key to effective data management.

When handling client inquiries, especially challenging ones, I listen actively to understand their concerns and respond with empathy. I assure them that their issues are important and provide clear steps on how we can address their inquiries. If necessary, I escalate the matter for further assistance to ensure a swift resolution.

The most important qualities for a successful Trust Officer include strong communication skills, a keen attention to detail, and an understanding of regulatory requirements. Additionally, being client-centric, reliable, and having the ability to work under pressure are crucial for delivering excellent service.

To keep track of evolving client needs, I maintain regular communication through scheduled updates and feedback requests. I also tailor my approach based on their responses and adapt my services accordingly. This proactive approach helps build trust and ensures we meet their expectations.

I’m motivated by the opportunity to provide clients with clarity and peace of mind regarding their trusts and companies. The challenge of navigating complex regulations and delivering tailored solutions drives my passion for this field. Knowing that my work has a tangible impact on clients’ lives inspires me every day.