Our client is an inclusive and diverse Guernsey-based, family-owned independent fiduciary and fund administration business. The Senior Private Client Administrator acts as a key point of contact for a portfolio of clients under the direction of a manager, providing accurate and well-presented client deliverables across their portfolio, as well as supporting the wider trust team. This is a full-time position.
Job Duties:
- Day-to-day trust administration for a number of client structures
- Preparation of reports and liaising with clients and advisors
- Maintenance of records on the client and entity database
- Collecting and reviewing Customer Due Diligence, ensuring policies and procedures are followed
- Preparation of minutes and maintenance of statutory records
- Arranging and recording trust distributions, loan payments, acquisition and disposal of assets and expenses, including preparing payments
- Bookkeeping and bank reconciliations and assisting the accounts team with the preparation of the accounts
- Review performance of investments
- Assisting with reporting obligations (economic substance, FATCA and CRS)
- Review and arrange quarterly billing and collection of fees
- Training and assisting administrators and providing cover in the team where required
- Other ad-hoc tasks and projects as and when required
Job Requirements:
- A minimum of 3 years’ experience in the offshore trust industry
- Preferably STEP qualified
- A self-starter with the ability to work independently and accurately under pressure
- Excellent communication, teamwork, and interpersonal skills to develop strong working relationships with colleagues, clients, and other stakeholders
- Strong computer literacy and problem-solving skills are essential
- Practical experience in, or demonstrable knowledge of, the financial services industry
What You’ll Love:
This role offers the chance to be part of an experienced team within a family-run, privately held organisation that values good governance and understands inter-generational dynamics. You will benefit from superb career development opportunities, flexible working arrangements, and a variety of wellbeing initiatives, all of which contribute to a rewarding work environment.
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