FTC Senior Private Client Associate

Job Ref: LF 41073
Leapfrog Jobs

This 12-month fixed-term contract offers the opportunity to work within a collaborative private client team. A strong emphasis is placed on organisation, compliance and client service.

Location

Guernsey, Channel Islands

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

  • Providing professional trust and company administration services to a portfolio of clients.
  • Assisting with the administration of trusts and corporate structures.
  • Preparing minutes, board packs and other meeting documentation.
  • Maintaining accurate client records, registers and databases.
  • Supporting the establishment of new structures and client onboarding processes.
  • Assisting with internal billing processes, including reviewing billing summaries and draft invoices.
  • Supporting compliance reviews and due diligence processes.
  • Liaising with clients, advisers and internal stakeholders.
  • Ensuring adherence to regulatory requirements and internal policies.
  • Escalating risks and issues to management where appropriate. 


Skills / Qualifications

The ideal candidate will be educated to A level or degree standard and will ideally hold, or be working towards, a relevant professional qualification such as STEP at Diploma level. They will have experience within trust and company administration and demonstrate strong organisational, communication and attention to detail skills. A good understanding of regulatory requirements and corporate governance is essential, along with the ability to work collaboratively and manage competing priorities within a professional environment.

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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