Our client is a dynamic and highly experienced organisation, proudly family-owned and based in Guernsey. They are an inclusive and diverse independent fiduciary and fund administration business, specialising in venture capital and private client services. This position offers an exciting opportunity for an experienced individual to deliver excellent client administration within a portfolio of client trust and company structures. The role encompasses all aspects of administering client portfolios, and the successful candidate will support the Trust & Corporate team as required. You will liaise closely with the Trust team, clients, and intermediaries while playing a leading role in guiding and assisting a team of administrators. Additionally, you will manage your own client portfolio, ensuring the highest level of client service is maintained at all times.
Job Duties:
- Administer a portfolio of entities, which includes email and telephone communication with clients and intermediaries, transactional work, payments, and a wide range of asset types.
- Draft minutes and resolutions; prepare source documents for presentation to the Client Committee.
- Maintain and build strong relationships with clients and intermediaries through quality service.
- Respond to all client communications within 24 hours, including holding replies.
- Prepare for and attend virtual, local, and occasional UK-based client meetings, including preparation of post-meeting file notes.
- Assist Directors and Senior Management with the onboarding of new business.
- Complete terminating and outgoing business within three months of notification.
- Conduct quarterly reviews of all time billed to your portfolio.
- Send OTGL fee invoices to clients within two weeks of issuance by the Finance Team.
- Collect OTGL fees within one month of issuance.
- Provide a B-level signatory and maintain and update Client Profiles and Risk Assessments.
- Ensure client due diligence is kept up to date and compliant.
- Attend to and complete tasks within their due date and sign off Periodic Reviews within three months of receipt.
- Attend monthly Management Meetings, take minutes, and deliver relevant reports and key information to Administrators.
- Present Administrators’ work to the Client Committee.
- Guide, support, encourage, and develop the team in line with the People Management Framework.
- Understand and adhere to company policies and procedures.
- Complete timesheets daily and meet a monthly utilisation target of 65%.
- Complete any other duties as required in accordance with the role, team, and evolving nature of the business.
- In all aspects of your role, display and adhere to the company’s vision and values.
Job Requirements:
- Good understanding of fiduciary services business, including regulatory requirements.
- Strong IT skills with practical experience in Microsoft Outlook, Word, and Excel.
- Excellent written and verbal communication skills.
- Attention to detail and the ability to work accurately.
- Flexible attitude towards work and a willingness to assist other team members.
- Strong time management, prioritisation, and organisational skills.
- Drive, ambition, and a willingness to learn.
- Proactive approach and the ability to work under one’s own initiative.
What You’ll Love:
Our client offers a supportive work environment where you can thrive and develop your skill set. With a commitment to providing the highest level of client service, you will be part of a dedicated team that values collaboration, personal growth, and professional development. This is an excellent opportunity for you to deepen your expertise within the fiduciary services sector while enjoying the benefits of a family-owned and community-focused business.
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