Trust and Company Admin Jobs in Guernsey

Senior Trust and Company Administrator

Job Ref: LF 19402
Posted: 2017-10-18
Leapfrog Jobs

Our client an international advisory and financial support group, is seeking to recruit a Senior Trust & Company Administrator.


Guernsey, Channel Islands


Support a small portfolio of trusts and companies, QNUPS and other Retirement Plans, reporting to the Trust Manager.
Process client requests for information in a timely and accurate way.
Action payments and distributions in relation to client entities.
Check and understand investments made and proposed for client entities and ensure all documentation is completed and followed up as necessary.
Maintain up to date accounting records and liaise with the Finance Department as necessary.
Prepare Asset Statements.
Draft minutes and resolutions and organise execution of documentation.
Ensure client files are well maintained in an orderly fashion.
Maintain a diary of actions made and planned for client entities ensuring a thorough and organised approach that takes account of compliance and due diligence responsibilities.
Attend client meetings and meetings with service providers as required, recording actions and providing action as required.
Provide guidance to junior members of the team, as required.
Review bank statements/monetary movements on client entities to ensure compliance with AML policies.
Assist with new business enquiries, collating documents and information for the company’s new business forum.
Provide in-house training to colleagues on topics of relevance to the company.
Undertake file reviews and project work as required.
Liaise with the legal department with regard to documentation or client requests.
Work as part of a small team to achieve the departmental standards and targets.
Liaise with the Compliance team to ensure adherence to regulatory and compliance standards.
Other duties as may be required from time to time in accordance with the demands of the role and development of the services provided.

Skills / Qualifications

The ideal candidate will have a minimum of 5 GSCEs, above Grade C, including English and Mathematics. Applicants will possess 3 years’ experience in a relevant role, and hold or be studying towards a relevant qualification such as ICSA or STEP. Preference will be given to applicants with a thorough understanding of KYC, Compliance and relevant regulations such as Money Laundering & Countering Financial Crime, coupled with a working understanding of Trust, Company and QNUPS Structures. Applicants will have strong IT skills as well as excellent written and verbal communication skills. This role will suit an organised, diligent and flexible team player with solid interpersonal skills.

How To Apply

For further details please call 711188, or email
If you wish to apply for this role, please submit your CV via the Apply Now button below.