Our client offers innovative private client, corporate, and fund administration services tailored to clients' needs. This role is based in Guernsey and involves delivering exceptional client administration for a portfolio of trust and company structures. The Trust Administrator will report to the Manager, Trust & Corporate, and will work closely with the Trust team, clients, and intermediaries.
Job Duties:
- Administer a portfolio of entities, including communication via email and telephone with clients and intermediaries.
- Handle transactional work, payments, and administration of various asset types.
- Draft minutes, resolutions, and source documents for presentation to the Client Committee by the Team Leader.
- Maintain and build good relationships with clients and intermediaries through quality service.
- Respond to all client communications within 24 hours, including holding replies.
- Prepare for and attend virtually held and locally based client meetings, and document post-meeting notes.
- Assist Directors and Senior Management with the on-boarding of new business.
- Complete terminating and outgoing business within 3 months of notification.
- Conduct quarterly reviews of all time billed to the portfolio.
- Send fee invoices to clients within 2 weeks of issuance by the Finance Team.
- Collect fees within 1 month of issuance.
- Provide a C-level signatory when suitably experienced.
- Maintain and update client profiles and risk assessments, ensuring client due diligence remains current and compliant.
- Attend to and complete tasks by their due dates.
- Sign off periodic reviews within 3 months of receipt.
- Complete time sheets daily and meet monthly utilisation targets.
- Perform any additional duties as required in accordance with the evolving needs of the role and team.
- Display and adhere to the organisation's vision and values.
- Adhere to all policies and procedures.
Job Requirements:
- Minimum of 5 GCSEs (or equivalent), with English and Mathematics at Grade C or above.
- At least 1 year of experience in an administrative role, ideally within Fiduciary Services.
- Open to undertaking a relevant professional qualification (e.g., STEP, ICSA, ACCA).
- Good understanding of fiduciary services business, including regulatory requirements.
- Proficient IT skills, particularly with Microsoft Outlook, Word, and Excel.
- Strong written and verbal communication skills.
- Ability to work accurately with great attention to detail.
- Flexible attitude towards work and willingness to assist team members as required.
- Excellent time management, prioritisation, and organisational skills.
- Demonstrated drive, ambition, and willingness to learn.
- Proactive approach to work and ability to work under own initiative.
What You’ll Love:
This role provides the opportunity to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will operate in a collaborative environment with opportunities to develop skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.
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