Internal Job title: Senior Administrator, Private Client
Location: Guernsey
Department: Private Client
Type: Permanent
Schedule: Monday to Friday 36.25 hours per week

The Position
Are you an experienced professional seeking a role where you can lead and develop within a dynamic and supportive team? As a Senior Trust Administrator, you’ll manage a portfolio of trusts and companies, ensuring exceptional service delivery and regulatory compliance.

This is an exciting opportunity to take ownership of complex client cases while working alongside a talented team in a globally respected organisation.

Your Responsibilities
In this pivotal role, your key responsibilities will include:

Portfolio Management: Take the lead in administering a portfolio of trusts and companies, ensuring all client files are up to date and detailed accurately. Collaboration: Liaise with lawyers, accountants, tax advisors, and banks to manage complex private client cases effectively. Financial Oversight: Ensure timely fee collection, debtor management, and coordination with the Accounts team to maintain accurate ledgers and meet accounting deadlines. Compliance: Address compliance review points promptly, ensuring all legislative requirements, including tax filings and AEOI reporting, are completed accurately and on time. Leadership: Support the team by delegating and overseeing tasks, providing guidance, and deputising for the Assistant Manager when needed. Industry Awareness: Stay informed about legislative changes and industry trends, raising relevant updates to the team and management. Process Improvement: Contribute to the refinement of team procedures and escalate concerns or suggestions for improvement where necessary.

Your Profile
We’re looking for a proactive and detail-oriented individual with the following skills and attributes:

Experience: Significant experience in a regulated finance or professional services environment. Qualifications: Fully or part-qualified in STEP, ICSA, or a similar qualification, with a willingness to continue professional development. Education: A strong educational background Organisational Skills: Excellent time management and the ability to handle complex tasks with accuracy and efficiency. Technical Skills: Proficiency with IT systems and a commitment to enhancing technical expertise. Client Service: A commitment to delivering first-class service while maintaining high standards of professionalism.

 

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