Senior Trust Administrator
Job Ref: LF
40636
This position offers the chance to take ownership of a diverse client portfolio within a supportive, independent fiduciary environment. The successful candidate will work closely with the Trust Manager to deliver well-presented, accurate client deliverables and contribute to the smooth running of the wider team.
Location
Guernsey,
Channel Islands
Duties for this role include, but are not limited to:
- Day-to-day trust administration, reporting, and liaison with clients and advisors.
- Maintenance of client records and registers, including statutory documents.
- CDD collection and review, ensuring full compliance with internal policies.
- Preparation of board minutes and documentation for trust-related actions.
- Execution and recording of distributions, loan payments, and asset transfers.
- Supporting bookkeeping, reconciliations, and accounts preparation.
- Monitoring investment performance and assisting with regulatory reporting.
- Preparing and reviewing billing, assisting with fee collection.
- Mentoring junior team members and assisting where needed across the team.
Skills / Qualifications
The ideal candidate will have at least 3 years' experience in offshore trust administration and will ideally hold or be studying towards a STEP qualification. They will demonstrate strong organisational skills, a proactive mindset, and the ability to build effective relationships with clients, colleagues, and stakeholders.
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.