Our client is a highly experienced, inclusive, and diverse Guernsey-based, family-owned independent fiduciary and fund administration business. This role is a full-time position, providing an opportunity to work as part of the fiduciary team, administering a wide range of fiduciary structures, from trusts to complex family office arrangements.
Job Duties:
- Manage day-to-day trust administration for a number of client structures, preparing reports, and liaising with clients and advisors.
- Maintain records on the client and entity database while updating relevant registers.
- Collect and review CDD, ensuring that policies and procedures are followed.
- Prepare minutes and maintain statutory records.
- Arrange and record trust distributions, loan payments, asset acquisitions and disposals, and expenses, including preparing payments.
- Conduct bookkeeping, bank reconciliations, and assist the accounts team with the preparation of accounts.
- Review performance of investments.
- Assist with reporting obligations, including economic substance, FATCA, and CRS.
- Review and arrange quarterly billing and collection of fees.
- Train and assist administrators while providing cover in the team as required.
- Undertake other ad-hoc tasks and projects as necessary.
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 a chance to work in a collaborative environment with superb career development opportunities that come with being part of a smaller, independent firm. The organisation values inclusivity and provides a supportive culture with initiatives for well-being and professional growth.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
