Part of the

Assistant Administrator

Location

Guernsey

Service/Department

Private Client Services

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Role purpose:

Providing assistance to and being a member of a dedicated and progressive team, providing comprehensive administration services to our international client base and their structures.

 

Core responsibilities:

  • Assist the team with the administration of a client portfolio, comprised of Trusts, Companies, Foundations and Limited Partnerships.
  • Undertake bookkeeping to maintain accurate accounting records for the team’s client portfolio.
  • Draft written instructions and online payments for distributions, dividends, professional fees, etc.
  • Draft minutes and general correspondence for review by a Senior Administrator / Manager.
  • Maintain an accurate statutory database of your team’s client portfolio.
  • Liaise with intermediaries (banks, law firms and other professional advisors) by email, telephone and written correspondence, as required.
  • Provide general assistance to the team, as necessary.

 

Technical / Professional / Qualification Requirements:

  • A-Level qualifications and/or Graduate

 

Person Specification / Competencies:

  • Good verbal and written communication.
  • Good time management.
  • Strong organisational skills.

 

What We Offer:

  • Competitive remuneration.
  • Comprehensive employee benefits.
  • Professional and personal development.
  • All inclusive, collaborative and innovative culture.