Fiduciary Administrator

Job Ref: LF 24547
Posted: 2022-01-14
Leapfrog Jobs

Are you wishing to make a change in your career? This role necessitates a wide range of responsibilities and a variety of duties assisting the fiduciary team members.

Location

Guernsey, Channel Islands

Responsibilities

Duties will include, but will not be limited to:

Undertaking the administration tasks of Trusts, Companies, PCC’s, General Partnerships and Limited Partnerships.
Assisting in the administration of all client entities in an efficient, organised and diligent manner.
Drafting, preparing and reviewing minutes of Company and Trustee meetings.
Reviewing deeds and other ancillary documents.
Assisting in bank account opening process, preparing payment instructions and monitoring execution of bank transfers.
Assisting with the onboarding of new business.
Coordinating with tax and legal advisors.
Liaising with, where appropriate, settlors, protectors, beneficiaries, and their advisors.
Maintaining accurate client records including file set-up.

Skills / Qualifications

A willingness to work within a small team and the ability to learn quickly are crucial to the role, as are attention to detail and accuracy. You will be highly organised and able to use initiative when working alone or as a member of a team.

How To Apply

For further details and a full job description please call 711188, or email jobs@leapfrogjobs.com.

If you wish to apply for this role, please submit your CV via the Apply Now button below.
More Trust and Company Admin Jobs in Guernsey