Fiduciary & CSP Assistant Administrator

  • Full Time
  • Permanent
  • Guernsey

AD-GSY-7421

LIVE

We have a great opportunity for a Fiduciary and CSP Assistant Administrator to join a leading provider of trust management services in Guernsey.

 

The main focus of this role is to be a team assistant, helping administer a geographically diverse and varied portfolio of client trusts and companies.

 

Some of the main responsibilities of this role include:

  • Assisting in the preparation for meetings with clients when they are first accepted and when they subsequently visit the office or require meetings;
  • Assisting in responding to queries and information requests received from underlying clients, beneficiaries and settlors;
  • Assisting with elements of setting up new clients in Albany’s systems and attending to related documentation;
  • Drafting on-going minutes, corporate authorities, shareholder resolutions and statutory returns with the guidance of the fiduciary officers;
  • Maintaining and updating statutory records (both electronic and paper-based) with the guidance of the fiduciary officers;
  • Liaising with intermediaries as directed by the fiduciary officers;
  • Book-keeping transactions as directed by the fiduciary officers;
  • Assisting with the client billing process.

 

More information about this role is available upon request – Contact the team today for further details.

 



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