The Senior Administrator, Private Clients will take charge of the daily administration for a portfolio of Guernsey trusts and companies, ensuring high-quality fiduciary services and an exceptional client experience. This role encompasses the complete oversight of client instructions, maintaining accurate records, and ensuring compliance with Guernsey regulatory requirements, including AML/CFT obligations. Additionally, the position entails collaboration with internal stakeholders and external advisers for effective transaction progress, accurate record-keeping, and meeting statutory deadlines. The individual will manage cash flows, oversee payment processing, and work closely with the Accounts team on bookkeeping and annual accounts preparation. It is also crucial to support timely fee collection and address compliance reviews. The successful candidate will remain informed of industry developments and have the opportunity to deputise for the Assistant Manager when required, contributing to the delivery of consistent service standards. Click here to read more
The Administrator, Private Clients will take charge of the daily administration for a portfolio of Guernsey trusts and companies, ensuring high-quality fiduciary services and an exceptional client experience. This role encompasses the complete oversight of client instructions, maintaining accurate records, and ensuring compliance with Guernsey regulatory requirements, including AML/CFT obligations. Additionally, the position entails collaboration with internal stakeholders and external advisers for effective transaction progress, accurate record-keeping, and meeting statutory deadlines. The individual will manage cash flows, oversee payment processing, and work closely with the Accounts team on bookkeeping and annual accounts preparation. It is also crucial to support timely fee collection and address compliance reviews. The successful candidate will remain informed of industry developments and have the opportunity to deputise for the Assistant Manager when required, contributing to the delivery of consistent service standards. Click here to read more
This middle office style role entails processing all aspects of retirement product administration within a dynamic team environment. The successful candidate will be responsible for the day-to-day administration of retirement products, while gaining insight into Trusts and Companies. Responsibilities include handling administrative tasks associated with retirement products and responding to member and Financial Advisor queries regarding ongoing requests. The role requires effective communication with the Client Relationship Team, as well as liaison with investment houses, banks, and other financial institutions. The Administrator will also be tasked with updating pertinent systems, ensuring accurate administration through checklists, and preparing essential documentation, including trustee minutes and resolutions. This full-time position requires the individual to work collaboratively with a shared Service Centre, aligning with the organisation's values. Training opportunities will be provided, and the role may adapt to evolving service demands. Click here to read more
This role involves the day-to-day administration of a portfolio comprising various Client Company and trust structures. The individual will undertake specific additional tasks as required and work alongside the Fiduciary management team to enhance profitability, mitigate risks for both clients and the firm, and deliver a high-quality service. Duties will include managing client relationships through the administration of complex client cases, financial report preparation, and understanding offshore trust and company practices. The Senior Trust Officer will need to liaise with investment advisors and asset managers while ensuring both client and company expectations are aligned. Regular communication is vital in maintaining profitable business relationships, respecting client confidentiality, and addressing technical issues creatively. Click here to read more
This role involves overseeing the financial operations of a dynamic firm specialising in performance-based advertising within regulated industries. The successful candidate will be based in the Douglas office and will be responsible for managing all accounting operations, including billing, accounts receivable/payable, general ledger, and revenue recognition. They will prepare timely financial reports on a monthly, quarterly, and yearly basis while maintaining internal controls in compliance with accounting standards. The role includes monitoring cash flow, budgeting, and forecasting processes. Furthermore, the Financial Controller will liaise with external auditors and tax advisors, manage essential relationships with banks, and oversee financial systems to recommend improvements where necessary. This position offers an excellent opportunity for an experienced financial professional to thrive in a collaborative work environment. Click here to read more
This role encompasses a full-time, permanent position for an HR, Payroll & Office Assistant, responding to the recent promotion of a valued team member. The successful candidate will be responsible for supporting HR operations, payroll administration, and general office duties. The role is fully office-based, ensuring a collaborative working environment. Key responsibilities will involve utilising new systems to streamline processes and enhance efficiency. As part of a dynamic team, the individual will engage in various administrative tasks while contributing to a positive workplace culture. The position offers numerous formal and informal benefits, promoting a healthy work-life balance. The organisation is committed to investing in employee wellbeing and professional development. Click here to read more
This role involves the provision of tax services for a portfolio of fiduciary clients, including the completion of income and corporation tax returns, as well as responding to tax queries. The position is full-time and offers the opportunity to work with a central services team that provides essential support across various functions including technology, finance, compliance, and HR. Candidates will be part of a culture that values teamwork and collaboration, where every voice is heard. Key accountabilities include the preparation of tax reporting for trusts and companies in the Crown Dependencies and UK, drafting communications with tax authorities, updating compliance spreadsheets, and developing relationships within wider office teams. There will also be opportunities for training junior colleagues and partaking in the delivery of training sessions for the team and wider group. The ideal candidate will have a proactive approach to identifying discrepancies and necessary updates, fostering an open and supportive work environment. Click here to read more
This role involves the provision of tax services for a portfolio of fiduciary clients, including the completion of income and corporation tax returns, as well as responding to tax queries. The position is full-time and offers the opportunity to work with a central services team that provides essential support across various functions including technology, finance, compliance, and HR. Candidates will be part of a culture that values teamwork and collaboration, where every voice is heard. Key accountabilities include the preparation of tax reporting for trusts and companies in the Crown Dependencies and UK, drafting communications with tax authorities, updating compliance spreadsheets, and developing relationships within wider office teams. There will also be opportunities for training junior colleagues and partaking in the delivery of training sessions for the team and wider group. The ideal candidate will have a proactive approach to identifying discrepancies and necessary updates, fostering an open and supportive work environment. Click here to read more