Senior Onboarding Administrator, Guernsey

A well-established financial and fiduciary services firm based in Guernsey is seeking a skilled Senior Onboarding Administrator to join their growing team. The company specialises in delivering bespoke wealth management solutions including Trusts & Companies formation, Managed Services, Property Management, Fund Administration, and more. With a legacy of multi-generational client relationships, the business is focused on providing expert, compliant, and client-centric service across international markets. Role Overview This permanent position sits within the Onboarding Team—the first point of interaction for new clients. The team ensures a seamless onboarding process, overseeing everything from initial risk assessments to establishing legal structures and submitting bank applications. This is a detail-oriented and communication-heavy role involving close liaison with introducers, clients, and banking partners across jurisdictions. Key Responsibilities • Assess documentation from potential clients and compile query sheets • Communicate with global introducers and clients to collect complete CDD/SOF/SOW documentation • Conduct compliance checks and complete risk profiles, reviews, and committee paperwork • Draft documentation to establish trusts and incorporate companies • Prepare bank account applications and manage related communications • Maintain in-house databases and statutory records • Liaise with external providers to support asset transfers or pours-over • Finalise onboarding procedures in accordance with internal checklists • Generate invoices related to entity formation and annual services Skills and Experience • Minimum 3 years’ experience in a similar onboarding role within financial services • Strong knowledge of the GFSC Handbook and AML/CFT/CPWMD regulations • Familiarity with Guernsey Trust and Company Law • Highly proficient in MS Office (Excel, Word, Outlook) • Outstanding communication skills and keen attention to detail • Capable of managing competing deadlines while working independently and in a team • Comfortable liaising with both internal teams and external stakeholders