Ref: 34789
Guernsey
Full Time Permanent
CSP/Administration, Trust Our client is an inclusive and diverse Guernsey-based, independently-owned independent fiduciary and fund administration business. The Senior Private Client Administrator acts as a key point of contact for a portfolio of clients under the direction of a manager, providing accurate and well-presented client deliverables across their portfolio, as well as supporting the wider trust team. This is a full-time position. Job Duties:
Day-to-day trust administration for a number of client structures Preparation of reports and liaising with clients and advisors Maintenance of records on the client and entity database Collecting and reviewing Customer Due Diligence, ensuring policies and procedures are followed Preparation of minutes and maintenance of statutory records Arranging and recording trust distributions, loan payments, acquisition and disposal of assets and expenses, including preparing payments Bookkeeping and bank reconciliations and assisting the accounts team with the preparation of the accounts Review performance of investments Assisting with reporting obligations (economic substance, FATCA and CRS) Review and arrange quarterly billing and collection of fees Training and assisting administrators and providing cover in the team where required Other ad-hoc tasks and projects as and when required
Job Requirements:
A minimum of 3 years’ experience in the offshore trust industry Preferably STEP qualified A self-starter with the ability to work independently and accurately under pressure Excellent communication, teamwork, and interpersonal skills to develop strong working relationships with colleagues, clients, and other stakeholders Strong computer literacy and problem-solving skills are essential Practical experience in, or demonstrable knowledge of, the financial services industry
What You’ll Love:This role offers the chance to be part of an experienced team within a independently -run, privately held organisation that values good governance and understands inter-generational dynamics. You will benefit from superb career development opportunities, flexible working arrangements, and a variety of wellbeing initiatives, all of which contribute to a rewarding work environment. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here Go back
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