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Trainee Client Services Administrator (starting Jan 2026), Guernsey

Guernsey

Full Time
Permanent
Agency Listing
Finance
Investments

A well-established independent fiduciary services provider with an international reputation for excellence, this company has been operating for over five decades. With a strong track record of working with HNW and UHNW private clients across multiple jurisdictions, it manages over £3 billion of assets through a diverse range of structures. The business is led by a dynamic executive management team and an experienced board, fostering a collegiate and supportive working environment. The Role This is an entry-level opportunity, providing the chance to begin a career in client services administration. The successful candidate will work closely with experienced colleagues, learning how to manage a portfolio of trust and company clients. The position involves assisting with a wide variety of administrative tasks, including: • Setting up and maintaining client and entity records • Maintaining statutory records (electronic and paper-based) • Preparing board minutes, shareholder resolutions and corporate authorities • Drafting bank instructions and statutory returns • Assisting with invoicing, bookkeeping and maintaining financial records • Supporting client reporting and responding to queries from clients, beneficiaries, and advisors • Preparing for meetings and supporting wider operational needs • Helping to develop and test precedent documents, policies and procedures • Ensuring compliance with statutory, regulatory and best practice requirements Key Skills and Attributes • A proactive and methodical approach to work • Strong attention to detail • Ability to meet high standards in line with company policies and procedures • A-Level or equivalent education (desired) • Willingness to undertake professional qualifications This role is suited to individuals who are motivated to learn, embrace professional development, and are committed to delivering a high-quality service. What’s in It for You? • Entry into the fiduciary sector with full training provided • Exposure to a broad range of client services work • Support for professional studies and career progression • A collaborative and professional working environment

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