Trust Administrator

Job Ref: LF 41472
Leapfrog Jobs

Join an established fiduciary team where you'll play an important role in delivering high-quality administration to private clients. You'll manage a portfolio of trusts and companies, liaise with professional advisers and ensure client records and regulatory reviews remain up to date. The role offers the opportunity to build on your existing experience while continuing your professional development.

Location

Guernsey, Channel Islands

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

  • Administer a portfolio of trust and company structures, ensuring high standards of client service.
  • Maintain accurate and up-to-date client files, statutory records and supporting documentation.
  • Liaise directly with clients and professional advisers regarding day-to-day administration.
  • Prepare routine correspondence, minutes and other fiduciary documentation.
  • Process and authorise client payments using electronic banking systems within agreed signatory limits.
  • Support colleagues with more complex client structures and administrative matters.
  • Assist with the preparation for and attendance at client meetings and follow up agreed actions.
  • Work closely with Risk, Compliance and Finance teams to ensure effective client administration.
  • Complete periodic client reviews and risk assessments within required deadlines.
  • Monitor outstanding action points and ensure matters are progressed appropriately.
  • Support client billing, debt collection and financial reporting requirements.
  • Maintain awareness of relevant legislation, regulatory developments and industry best practices.
  • Ensure administration is completed in accordance with internal policies and procedures.
  • Assist with wider team projects and administrative requirements as needed.

Skills / Qualifications

The ideal candidate will have previous experience within trust and company administration, together with a sound understanding of fiduciary services, offshore structures and relevant regulatory requirements. You'll be working towards, or willing to study for, a professional qualification such as STEP or ICSA/CGI, with a commitment to ongoing professional development. Strong organisation, attention to detail and excellent written and verbal communication skills are essential, alongside the ability to manage deadlines, maintain accurate records and build effective relationships with clients and colleagues. You'll be proactive, reliable and comfortable working both independently and as part of a team.

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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