Exciting Opportunity to join our Trust Team
Collenette Jones - Chartered Accountants and Fiduciaries. We think that is a pretty succinct summary of what we are - a general practice accountancy firm, with a regulated subsidiary (Crossways Trustees) through which we are able to form companies and provide corporate services, as well as acting as Trustee of a pension fund (or discretionary trust). Have a quick look at our website and (we hope) you’ll see that we offer Everything* our clients need, all under one roof.
Our Trust department currently consists of a Trust Manager, a Trust Officer and two Trust Administrators, supported by our four directors (who between them own the business). The wider team includes a Senior Manager, seven professionally qualified accountants, a trainee, a number of other staff with accounting technician and / or book-keeping qualifications, and our invaluable support staff – around 24 people in total. We work hard for our clients but we all have families and don’t believe in a culture of long hours – we aim to be a business that people are happy to work for, and the majority of our staff have been with us for many years.
About the Role
The purpose of the role is to increase capacity in our busy trust department, and allow us to continue growing the business. The main responsibility will be administering the affairs of a portfolio of bespoke RATS, and we expect our staff to be involved in all matters affecting their clients – whether that’s client acceptance and completing paperwork to open new accounts, preparing instructions for asset purchases and sales, reviewing bank accounts to ensure funds are available to meet ongoing expenses, carrying out book-keeping or preparing the annual accounting statement. It’s a varied role where you’ll have the opportunity to learn new skills, and support and training will be available. There will also be opportunities to get involved in other areas of our business – administering discretionary trusts, assisting with our multi-member pension scheme, and carrying out company incorporations and other company secretarial matters. You’ll report to our Trust Manager, but will have your own portfolio of clients you’re responsible for.
Our ideal candidate will have some experience of a range of trust administration, and must have experience in book-keeping and simple trust accounting. Knowledge of Guernsey pension rules would be an advantage but is not essential as training will be provided.
You might be looking to work with a different type of client (the majority of our clients are locally resident individuals, planning for – or enjoying – their retirement), you might be an accounting technician looking to move to a client-facing role, or you might be looking for the work-life balance that a smaller family-friendly firm can offer. Either way, you will be independent-minded, organised, keen to learn and able to prioritise and manage your own workload – and not afraid to ask for help when you need it.
If you like the sound of the position and would like to apply, please write to Colin Jeffreys, Director, at Crossways Centre, Braye Road, Vale, Guernsey, GY3 5PH – or email: email@example.com – enclosing your CV and a covering letter.
* That’s what we offer our clients: Everything* as standard