Private Client Administrator
Job Ref: LF
40637
This is a client-facing role within a close-knit fiduciary team, offering hands-on administration across a varied portfolio of trust and company structures. The position is suited to someone with 2+ years' experience in the offshore trust sector, looking to continue professional development in a supportive, agile environment.
Location
Guernsey,
Channel Islands
Duties for this role include, but are not limited to:
- Day-to-day administration of a portfolio of private client entities.
- Liaising with clients, advisors, and intermediaries.
- Drafting minutes, maintaining statutory records and preparing payments.
- Processing trust distributions, asset acquisitions/disposals, and expenses.
- Bookkeeping, reconciliations, and supporting the annual accounts process.
- Collecting and verifying CDD and ensuring ongoing compliance.
- Preparing ad hoc client reporting, reviews, and responding to internal audits.
- Maintaining accurate records across systems and files.
Skills / Qualifications
The ideal candidate will have at least 2 years' experience in trust administration and be studying towards a STEP or ICSA qualification. They will be detail-focused, proactive, and able to work both independently and as part of a team. Strong communication and organisational skills are essential.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.
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