Senior Private Client Administrator

Job Ref: LF 40636
Leapfrog Jobs

A key opportunity to join a family-owned fiduciary provider, administering a diverse range of structures while mentoring others and contributing to regulatory reporting and governance. This role is ideal for someone with 3+ years' experience who thrives in a collaborative and agile business.

Location

Guernsey, Channel Islands

Duties for this role include, but are not limited to:

  • Administering a portfolio of complex private client structures.
  • Managing daily tasks, CDD checks, statutory records, and trust documentation.
  • Reviewing investment performance and preparing reports.
  • Processing distributions, loans, payments, acquisitions, and disposals.
  • Supporting economic substance, FATCA and CRS reporting.
  • Supervising junior staff and reviewing their work.
  • Contributing to billing and fee collection processes.
  • Participating in team training, audits and regulatory obligations.

Skills / Qualifications

The ideal candidate will have at least 3 years' relevant experience in offshore trust administration and preferably be STEP qualified. Excellent communication, problem-solving, and IT skills are essential, as is a strong understanding of regulatory requirements. They should be proactive and able to handle complex client matters independently.

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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