Our client is seeking a Trust and Company Administrator to manage a portfolio of companies and trusts, primarily based in Guernsey but also covering multiple jurisdictions. The role requires delivering services efficiently and to a high standard, ensuring cost-effectiveness and compliance with internal and external requirements. This is a full-time position, with opportunities for development and training in line with the firm's objectives. Click here to read more.
Job Duties:
- Administer trusts and companies, handling client queries with the assistance of senior colleagues when necessary.
- Maintain and oversee client files and databases, ensuring accurate data input.
- Conduct and facilitate client/AML/KYC reviews at required intervals, reporting to the Compliance Consultant.
- Assist with ongoing compliance and risk projects, including GFSC reporting, risk assessments, and enhanced measures.
- Onboard, transfer, and close entities, liaising with banks and investment managers to manage bank and brokerage accounts.
- Ensure all statutory returns, AGM minutes, accounts approval, and general correspondence are actioned and documented.
- Prepare paperwork for distributions, cash transfers, and settlement of invoices for review before payment.
- Support the training and development of junior staff.
- Ensure all client affairs meet internal and external standards for quality and compliance.
- Liaise directly with clients and third parties in a professional manner to resolve queries.
- Manage all aspects of assigned work, ensuring timely and cost-effective completion.
- Meet annual chargeable hours objectives.
- Suggest improvements where appropriate.
- Communicate training and development needs to Directors, following training programmes as directed.
- Adhere to housekeeping, safety procedures, and maintain client confidentiality.
- Assist in other areas and provide reception cover as required.
Job Requirements:
- Previous experience in trust and company administration.
- Strong understanding of AML, KYC, and compliance processes.
- Excellent organisational and time management skills.
- Ability to work independently and as part of a team.
- Strong communication skills, both written and verbal.
- Proficiency in using trust administration software and Microsoft Office.
What You’ll Love:
Our client offers a supportive work environment with opportunities for professional growth and development. Employees will benefit from ongoing training and development, with clear objectives for meeting chargeable hours and enhancing service delivery. Additionally, you will work closely with a variety of professionals, including managers, compliance consultants, and external partners, allowing for diverse learning experiences. Our client looks forward to receiving your application and discussing how you can contribute to the team.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
