Ref: 35340
Guernsey
Full Time Permanent
CSP/Administration, Trust Our client is seeking two Senior Administrators to deliver excellent client administration to a portfolio of client trust and company structures. The successful candidates will support the Private Wealth Team as required and will liaise closely with the Trust team, clients, and intermediaries. The role encompasses all aspects of administering a portfolio of company and trust structures. Job Duties:
Administration of a portfolio of entities, including email and telephone communication with clients and intermediaries. Transactional work and payments; administration of a wide and varied range of asset types. Drafting of minutes/resolutions and source documents for presentation by the Team Leader to the Client Committee. Maintaining and building good relationships with clients and intermediaries through quality service. Responding to all client communications within 24 hours, including holding replies. Preparation for and attendance at virtually held and locally based client meetings, along with preparation of the post meeting file note. Assisting the Directors and Senior Management with the on-boarding of new business. Completion of terminating and outgoing business within 3 months of notification. Performing a quarterly review of all time billed to their portfolio. Sending fee invoices to clients within 2 weeks of issuance by the Finance Team and collecting fees within 1 month. Providing a C level signatory.
Job Requirements:
Minimum 5 GCSEs (or equivalent) with English and Mathematics at Grade C or above. 3-5 years’ experience in an administrative role, ideally within Fiduciary Services. Holds or is open to undertaking a relevant Professional Qualification, e.g. STEP, ICSA, ACCA. Good understanding of fiduciary services business, including the regulatory requirements. Good IT skills, including practical experience of Microsoft Outlook, Word, and Excel. Strong written and verbal communication skills. Ability to work accurately with good attention to detail. A flexible attitude towards work with a willingness to assist other team members as required. Effective time management, prioritisation, and organisational skills. Demonstrates drive, ambition, and a willingness to learn. A proactive approach to work and the ability to work under own initiative.
What You’ll Love:This role offers the opportunity to be part of a collaborative environment, known for its client-centric approach and commitment to excellence. You will be able to contribute to the organisation’s ambition and take advantage of opportunities for training and career development. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here Go back
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