Trust Administrator

  • Full Time
  • Permanent
  • Guernsey

AD-GSY-2904

Alexander Daniels Offshore is working with a business based in Guernsey to recruit a Trust Administrator.

 

Responsibilities:

 

  • Respond positively and promptly to client demands and provide consistent, high-quality service to clients.
  • Meet targets and objectives set by Managers and have an understanding of the consequences associated with missing deadlines.
  • Review all work before handover to the Manager.
  • Seek feedback from others regarding own performance and with manager assistance produce SMART objectives following one-to-one meetings.
  • Attend agreed relevant courses to improve technical knowledge and complete relevant trust qualification.
  • Respond positively to requests for help and support in the team and share existing knowledge and skills for the benefit of the team.
  • Ensure proper completion of all documentation under the flexi-sheet and APS timekeeping systems.
  • Ensure that all office and departmental procedures are adhered to.
  • Set up and maintain statutory records including minutes of directors and shareholders meetings and trustee resolutions for a defined portfolio of clients and assist senior staff in maintaining other records as necessary.
  • Have a good working knowledge of the computer system and ensure that all necessary client information is contained in the database and updated as requested.
  • Be competent in the day to day bookkeeping for companies and trusts to trial balance.  With training and experience become involved in dealing with basic accounts.
  • Liaise with bankers over remittance of money, deposit accounts and investment transactions.
  • Open/close trust and company bank accounts.
  • Liaise with brokers over investment transactions and settlement instructions.
  • Have a working knowledge and with tuition and practice, become competent in the formation of limited companies and setting up of new trusts.
  • Complete billing forms as necessary.
  • Adhere to compliance procedures and ensure that all documentation regarding client review is provided to client reviewers in a timely manner.
  • Produce a simple set of accounts with assistance.
  • Demonstrate basic tax knowledge.
  • The ability to discuss technical matters with seniors.
  • Any other relevant duties as requested by your Manager.

Skills and Experience:

 

  • Minimum of 5 GSCEs, including Maths and English at C grade or above
  • Previous experience in a trust administration role
  • ICSA Cert or STEP Certificate Qualification preferred.

 

Personal Attributes:

 

  • Good communication skills and ability to develop effective relationships at all levels
  • Effective organisational and planning skills
  • Accuracy and attention to detail
  • Proficient in all relevant IT programmes

 

Key Details

 

Category | Trust / Administration

Level | Admin

Type | Permanent

Ref Number  | AD-GSY-2904



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