Internal Job title: Administrator, Private Clients
Location: Guernsey
Department: Private Clients
Type: Permanent
Schedule: 36.25 hours per week
The Position
Are you ready to progress your career in trust and company administration? As a Trust Administrator, you’ll play a key role in managing a portfolio of trusts and companies, ensuring all activities are handled accurately, efficiently, and in compliance with regulatory standards.
This is a fantastic opportunity to work in a dynamic environment where you’ll gain valuable experience while contributing to the success of a trusted, globally respected organisation.
Your Responsibilities
As part of the Private Clients team, your key duties will include:
Portfolio Administration: Assist with the day-to-day management of a portfolio of trusts and companies.
Client Liaison: Communicate effectively with beneficiaries, bankers, auditors, property advisers, agents, lawyers, and our in-house tax team.
Attention to Detail: Complete tasks accurately and within deadlines, maintaining the highest standards of service.
Team Support: Help prepare correspondence and provide general administrative support to team members.
Financial Oversight: Support fee collection and assist with chasing outstanding debts.
Compliance: Address compliance review points promptly and adhere to all regulatory and internal guidelines.
Collaboration: Maintain strong communication with colleagues and management to foster a cohesive working environment.
Professional Development: Use available learning resources to enhance your skills and advance your career.
Your Profile
We’re looking for someone who is enthusiastic, detail-oriented, and eager to grow within a supportive team. The ideal candidate will have:
Experience: Either an entry-level background or some prior experience in regulated finance or professional services.
Education: A strong educational foundation
Qualifications: A willingness to work towards a professional qualification, such as STEP, CGI or equivalent.
Technical Skills: Proficiency in IT and a commitment to building technical expertise.
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