Our client is a well-established organisation providing high-quality fiduciary and corporate services. This full-time permanent position is located in Guernsey. The successful candidate will support qualified colleagues and gradually take on a portfolio of non-complex trust and company clients. You will engage in general aspects of entity administration, contributing to the delivery of excellent client service and upholding standards of compliance and best practice. This role will involve maintaining client and entity records, preparing statutory documents, and assisting in client reporting and communication. You will be encouraged to develop professionally and gain valuable experience in a supportive team environment.
JOB DUTIES:
- Support the administration of client entities.
- Set up and maintain client and entity records.
- Maintain statutory records, both electronic and paper-based.
- Prepare trust and corporate set up documents, including memoranda and articles, settlement instruments, and letters of wishes.
- Prepare board minutes, corporate authorities, and shareholder resolutions.
- Draft bank instructions and related workflows.
- Draft statutory returns and maintain financial records.
- Invoice client entities.
- Respond to queries and information requests from clients, beneficiaries, and advisors.
- Attend client meetings with support from senior colleagues.
- Engage with and liaise between intermediaries and advisors.
- Ensure adherence to statutory and regulatory requirements in connection with trust and company administration.
- Complete ongoing training to ensure compliance with evolving statutory and regulatory guidelines.
- Provide assistance to ensure efficient office operations and timely client service.
JOB REQUIREMENTS:
- A-level (or equivalent) education.
- Approximately two years of experience in a professional environment.
- Professional qualification in a relevant field is preferred.
- Willingness to undertake relevant professional qualifications.
- Demonstrated ability to support colleagues and manage your own portfolio of clients.
- Strong attention to detail and motivated to deliver efficient service.
- Proactive and responsive to colleagues, clients, and third-party intermediaries.
- Openness to developing new initiatives and enhancing client experiences.
- Competence in using technology effectively to manage tasks and reporting.
WHAT YOU’LL LOVE:
This role provides the opportunity to grow within a dynamic team focused on delivering professional services. You will gain hands-on experience in working with a diverse range of clients, enhancing your skills in client management and technical administration. The supportive atmosphere encourages continuous professional development and adherence to best practices in the field.
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