Trust & Company Administrator, Guernsey
Location
Guernsey | United Kingdom
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.
Job tags
Salary