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Location

Guernsey | United Kingdom

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Job description

Our client is a fiduciary services company seeking to recruit a Client Services Senior Officer.

Overall purpose of the role:

Responsibility for managing the day-to-day operations of a portfolio of Trust and Company clients.

Key responsibilities will include;

• Coordinating and attending client meetings responding to queries and information requests received from underlying clients, beneficiaries and settlors
• Liaising with intermediaries and advisors
• Preparing Trust and Corporate set up documents including memorandum and articles, settlement instruments and letters of wishes
• Preparing on-going minutes, corporate authorities, shareholder resolutions and statutory returns
• Maintaining and updating statutory records (both electronic and paper-based)
• Bookkeeping transactions and maintaining financial records
• Invoicing client entities

The successful candidate will be:

• Qualified with circa. 5+ years’ experience
• Able to manage own case load or fully support on complex clients
• B signatory

For more information, please email: [email protected] or call: +44 1481 723221. Please visit our website for our latest vacancies.

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Job tags

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Salary