
20 May Fiduciary & CSP Administrator
Posted at 10:19h
in

AD-GSY-7420
LIVE
We have a great opportunity for a Fiduciary and CSP Administrator to join a leading provider of trust management services in Guernsey.
The main focus of this role is managing the day-to-day operations of a portfolio of trust and company clients.
Some of the key duties of this role include:
- Meeting with clients when they are first accepted and when they subsequently visit the office or require meetings;
- Responding to queries and information requests received from underlying clients, beneficiaries and settlors;
- Liaising with intermediaries and advisors;
- Preparing trust and corporate set up documents including memorandum and articles, settlement instruments and letters of wishes;
- Preparing on-going minutes, corporate authorities, shareholder resolutions and statutory returns;
- Maintaining and updating statutory records (both electronic and paper-based);
- Bookkeeping transactions and maintaining financial records;
- Invoicing client entities.
More information about this role is available upon request – Contact the team today for further details.