Senior Trust and Officer

With continued growth across the Bourse Group, we’re always on the lookout for bright individuals to join the team and we are currently looking for a Senior Trust and Company Officer to join Bourse Trust Company Limited, where we provide private wealth services covering family office, trusts, employee benefit trusts, foundations and company management. We also provide individual and company pension administration services.

The successful candidate will play a leading role in maintaining the company’s standards of client service, governance, regulatory compliance, and risk management. The postholder is expected to act as a trusted point of contact, support or mentor less experienced colleagues, and elevate material issues promptly to directors, compliance, or senior management.

• Take primary responsibility of a complex portfolio of trust and companies, structures, including establishment, ongoing administration, restructuring, and termination.
• Review documents, letters of wishes, agreements, and client instructions; identify fiduciary, legal, tax, commercial, and reputational considerations before action is taken.
• Prepare and review documentation, including minutes, resolutions, trustee decisions, agreements, reports, and correspondence, ensuring an appropriate audit trail.
• Coordinate meetings and transactions, oversee asset acquisitions and disposals, investments, distributions, loans, and other payments, and ensure actions are properly authorised and completed on time.
• Maintain accurate, complete, and up-to-date statutory, accounting, tax, and administration records and ensure all periodic reviews, filings, are completed within deadline.
• Manage cash requirements, fees, debtors, and service-provider activity across the portfolio, liaising with investment managers, banks, accountants, lawyers, tax advisers, and other specialists as required.

• Act as a principal day-to-day contact for clients, beneficiaries, and professional advisers, building durable relationships based on responsiveness, discretion, and technical credibility.
• Develop a thorough understanding of each structure’s purpose, assets, family or commercial context, and service expectations so that administration is proactive and appropriately tailored.
• Lead or support client, trustee, and board meetings; prepare agendas and papers, present matters clearly, record decisions accurately, and drive agreed actions to completion.
• Anticipate client needs, manage expectations, resolve service issues, and communicate sensitive or complex matters professionally, escalating complaints or significant concerns where appropriate.

• Ensure portfolio activity complies with applicable Guernsey legislation, regulatory requirements and guidance, fiduciary duties, governing documents, and the company’s policies and procedures.
• Own the timely completion and quality of client take-on, periodic reviews, risk assessments, and ongoing monitoring, including AML, CDD, source of wealth, source of funds, sanctions, and adverse-information considerations.
• Identify, assess, document, and monitor fiduciary, regulatory, tax, operational, credit, investment, and reputational risks across the portfolio, implementing controls and escalating exceptions without delay.
• Prepare or review information for regulatory submissions, audits, compliance monitoring, management reporting, and client review, responding promptly to findings and ensuring remedial actions are completed.

• Provide day-to-day guidance, technical support, and constructive review to Trust Officers and Administrators, helping to develop capability and maintain consistent standards.
• Contribu…