Job Reference: 35231
Job Type: Temporary Vacancy
Job Location: Guernsey

Our client offers innovative private client, corporate, and fund administration services tailored to meet clients' needs. Operating across various jurisdictions, including Guernsey, Jersey, and the Isle of Man, the firm manages over $24 billion in assets and prides itself on a client-centric approach and commitment to excellence. The role is critical in delivering excellent client administration for a portfolio of client trust and company structures while supporting the Private Wealth Team. The temporary position has a contract duration of six months. The successful candidate will work closely with the Trust team, clients, and intermediaries, ensuring that all aspects of administering the portfolio are handled diligently. This position promises a dynamic work environment that values professional growth and excellent service delivery. Job Duties: Administer a portfolio of entities, including communication via email and telephone with clients and intermediaries. Handle transactional work and payments for a diverse range of asset types. Draft minutes, resolutions, and source documents for presentation to the Client Committee by the Team Leader. Maintain and cultivate strong relationships with clients and intermediaries through quality service. Ensure all client communications are responded to within 24 hours, including holding replies. Prepare for and attend virtually held and locally based client meetings, documenting post-meeting file notes. Assist Directors and Senior Management with onboarding new business. Complete terminating and outgoing business within three months of notification. Conduct quarterly reviews of all time billed to the portfolio. Issue OTGL fee invoices to clients within two weeks of being generated by the Finance Team and collect fees within one month. Provide a C level signatory when required. Maintain and update client profiles and risk assessments, ensuring compliance with client due diligence. Attend to tasks within their due dates and conduct periodic reviews within three months of receipt. Complete time sheets daily and achieve monthly utilisation targets. Carry out any additional duties as required in accordance with the evolving nature of the role and team. Job Requirements: Minimum of 5 GCSEs (or equivalent) with English and Mathematics at Grade C or above. At least five years of experience in an administrative role, ideally within Fiduciary Services. Relevant professional qualifications such as STEP, ICSA, or ACCA. A solid understanding of fiduciary services business and associated regulatory requirements. Proficient IT skills, including experience with Microsoft Outlook, Word, and Excel. Strong written and verbal communication skills. Ability to work accurately with a keen attention to detail. A flexible approach and willingness to support other team members as needed. Strong time management, prioritisation, and organisational skills. Demonstrates drive, ambition, and a willingness to learn. A proactive work ethic and the ability to work independently. What You’ll Love: The role provides a fantastic opportunity to join a thriving organisation known for its commitment to excellence and client satisfaction. You will be part of a collaborative team that focuses on professional development and offers a supportive and engaging work environment. This position not only allows for diverse tasks and responsibilities but also encourages professional growth within the industry. Working with an established name offers you the chance to enhance your skills and make a significant impact in the fiduciary services landscape. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here

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