This is a hands-on fiduciary role where judgement, organisation, and attention to detail make a visible difference every day! This position would ideally suit a STEP or ICSA-qualified professional who values accuracy, service excellence, and long-term client relationships.
Location
Guernsey,
Channel Islands
Duties for this role include, but are not limited to:
- Administer a portfolio of trust and company structures for private clients.
- Undertake statutory work, including preparation of minutes, agreements, and trust instruments.
- Carry out bookkeeping and maintain accurate financial records for client entities.
- Liaise with clients, intermediaries, banks, and other institutions.
- Process payments, distributions, invoices, and investment transactions.
- Support the purchase and sale of a range of assets, including investments and property.
- Ensure client due diligence documentation remains accurate and up to date.
- Review client reports and support ongoing client servicing activity.
- Assist with additional duties and projects as required by management.
Skills / Qualifications
The ideal candidate will have at least 5 years' experience in trust and company administration and hold a relevant professional qualification such as STEP or ICSA. You will be confident working on your own initiative, highly organised, and comfortable managing competing priorities. This role suits a collaborative professional who enjoys problem-solving, maintaining high standards, and contributing positively to a busy fiduciary team.
For a full job description or further information on this role please call , or email .