Senior Trust Officer

It’s never been a more exciting time to join Vistra.   

At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business – to help our clients achieve progress without friction.  

But progress only happens when people come together and take action. And we’re absolutely committed to building a culture where our people can do just that. 

We have an exciting opportunity for you to join our team as a Senior Trust Officer. This full-time and permanent position is based in the Channel Islands and offers the opportunity to be responsible for the administration and client service of a portfolio of high net-worth clients. Additionally, the Trust and Corporate Senior Officer is expected to work effectively within a Trust team to ensure the delivery of efficient client service.

Key Responsibilities:                        

• Responsible for the efficient day-to-day management of all client affairs in accordance with the terms of the appointment including the maintenance of all relevant Trust/Company records within an assigned portfolio
• Assist and supervise junior team members with the administration of their portfolios
• Manage the administration and client service of a portfolio of high net worth clients
• Consider client requests in consultation with file Manager/Director on technical and legal matters or any sensitive issues where appropriate
• Responsible for the efficient day-to-day management of all client affairs in accordance with the terms of the appointment including the maintenance of all relevant Trust/Company records within the portfolio
• Arrange the opening and closing of bank accounts and liaison with relevant banks in relation to transactions
• Complete all tasks that arise as a result of the annual and periodic client reviews and other internal control reviews in a timely and efficient manner
• Provide ongoing cash management in respect of the client portfolio including monitoring of cash balances, fixed deposits and overdrafts
• Maintain an awareness of the performance of clients’ investment portfolios against stated benchmarks, bringing any potential problems to the attention of the File Manager/Director
• Provide on the job training and assistance as required for junior and new team members
• Comply with all local regulatory and AML/CFT requirements
• Comply with all Group policies and procedures relevant to the role
• Report suspicious transactions to the MLRO or equivalent duly designated person

Relevant Experience & Skills:                                 

• 3-5 years’ experience in trust and company administration
• Thorough working knowledge of Trust and Company Administration, to include relevant legislation, regulation and sound understanding of basic accounting
• Ability to recognise and respond to risk situations and remain up to date with appropriate legislation and professional standards
• Ability to develop strong relationships with clients, intermediaries and colleagues
• Good communication and organisational skills
• Team player
• Accuracy and attenti0on to details
• Ability to prioritise and meet deadlines, demonstrate responsiveness, provide a proactive approach to work and take initiative
• Intermediate Microsoft Office skills

Professional Qualifications                       

• JFSC Category B, Table 4/ 5 qualification or equivalent

Company Benefits

• Hybrid working
• 25 days holiday
• Private Medical Insurance
• Pension 5% employer with an additional 2% matching.
• 4 x Life Assurance
• Private Health Insurance
• £200 Wellbeing subscription
• 1 professional subscription per year
• Flu inoculations offered once a year in the Autumn
• Discretionary Bonus

If you are excited about working with us, we encourage you to apply or have a confidential chat with one of our Talent Acquisition team members. Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey!