Our client is seeking a skilled Trust Administrator to join their established financial and fiduciary services firm in Guernsey. This permanent role is ideal for a STEP or ICSA (part) qualified professional, or someone willing to study towards these qualifications, who will manage a portfolio of private client trust and company structures. The successful candidate will deliver exceptional service to clients and intermediaries while ensuring accuracy and compliance across all administrative tasks.
Job Duties:
- Manage bookkeeping and general administration for a portfolio of trusts and companies.
- Prepare statutory documentation, including minutes, agreements, and trust instruments.
- Liaise with clients, intermediaries, and financial institutions to maintain effective relationships.
- Process payments, distributions, invoices, and investments.
- Assist with the purchase and sale of investments and properties, ensuring accurate record-keeping.
- Conduct client due diligence to ensure compliance with regulatory requirements.
- Prepare client reports and maintain up-to-date investment records.
- Contribute to the ongoing improvement of processes and adapt to regulatory changes.
Job Requirements:
- Minimum of 3 years’ experience in trust and company administration.
- Strong verbal and written communication skills.
- High attention to detail with the ability to work accurately and reliably.
- Proficient in prioritising tasks and adapting to changing business needs.
- Competent in Microsoft Office, including Word, Excel, and Outlook.
- GCSE/O Level qualifications, including English and Mathematics.
- Studying towards STEP or ICSA qualifications is preferred but not essential.
What You’ll Love:
Our client has a long-standing reputation for excellence, offering bespoke wealth management solutions and fostering multi-generational client relationships. Joining their team provides the opportunity to develop professionally within a supportive environment. You will benefit from a competitive salary, an annual discretionary bonus, a pension scheme, private medical cover, and a generous holiday allowance that increases with service.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
