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Senior Officer, Family Office Team

Guernsey

Full Time
Permanent
Agency Listing
Investments
Trust

A hands-on role with responsibility for administration, governance, and mentoring within a collaborative team.

Key Responsibilities

⭐ Maintain accurate client records and statutory data

⭐ Oversee cash management, payments, and bank account processes

⭐ Support accounts preparation and liaise on bookkeeping queries

⭐ Attend client meetings and prepare required documentation

⭐ Monitor investments and maintain policy statements

⭐ Assist with billing, time recording, and financial targets

What You’ll Need

⭐ Solid technical trust and corporate knowledge

⭐ STEP, CGI or similar (qualified or studying)

⭐ Strong written and verbal communication skills

⭐ Proven ability to work accurately, prioritise, and meet deadlines

⭐ Experience supporting or coaching junior team members

Why Join?

⭐ Join a values-led, international firm with a strong team culture

⭐ Play a key role in client delivery and team development

⭐ Supportive environment with growth and learning opportunities

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