Private Client Administrator

Job Reference: 34788
Job Type: Permanent Vacancy
Job Location: Guernsey

Our client is a young yet highly experienced Guernsey-based, family-owned independent fiduciary and fund administration business specialising in the venture capital sector. They are seeking a Private Client Administrator responsible for managing a portfolio of clients under the oversight of the team manager. This role offers the opportunity to work in a supportive environment while maintaining a healthy work-life balance. Job Duties: Administer day-to-day trust and company operations for a portfolio of clients while liaising with clients and advisors Maintain electronic and hard-copy client filing systems and entity database records Prepare trustee and board minutes, issue share certificates, and maintain statutory records Arrange and record trust distributions, loan payments, and transactions involving the acquisition and disposal of assets Maintain asset, nominee, and power of attorney registers Conduct bookkeeping and bank/asset reconciliations Review performance of entity investments Assist in the preparation of annual client entity accounts Prepare ad hoc reporting information for clients and advisors Assist with the preparation of administration reviews Review quarterly billing and facilitate the collection of fees Collect and verify client due diligence, ensuring compliance with relevant policies and procedures Meet chargeability targets and follow all office and CFC procedures Address CFC reviews in a timely manner Strive to collect fees within one month of billing Undertake other ad hoc tasks as required and provide cover for the team Job Requirements: A minimum of 2 years' experience in the offshore trust industry Preferably studying for STEP or ICSA Diploma A willingness to pursue further training and develop knowledge as required Team player with good communication skills Strong attention to detail and ability to work on one's initiative What You'll Love:​​​​​​​This role offers the chance to be part of an inclusive and diverse environment, where you can actively contribute to a family-owned business dedicated to professional growth. You will also benefit from excellent career development opportunities, a non-contributory pension scheme, and flexible working arrangements, including the option to work from home. The organisation values the well-being of its employees and offers various initiatives, including team-building events and support for professional qualifications. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here 

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