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Location

Guernsey | United Kingdom

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Job description

Our client is a leading independent provider of corporate, private client and retirement planning services is seeking to recruit a Trust & Company Administrator, Guernsey.

Overall purpose of the role:

To support a small portfolio of trust and company clients.

Key responsibilities will include;

• Processing client requests for information in a timely and accurate way.
• Actioning payments and distributions in relation to client entities.
• Checking and understanding investments made and proposed for client entities and ensuring all documentation is completed.
• Liaising with the Client Accounting Team to ensure up to date accounting records
• Liaising with the Legal Department for the preparation of legal agreements
• Drafting minutes and ensuring client files are well maintained in an orderly fashion
• Maintaining 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

The successful candidate will have:

• At least 2 years’ experience as a Trainee Trust and Company administrator or equivalent.
• Studying, or be willing to study towards a relevant professional qualification.

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