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Other
high school, professional certificate
Competitive Salary, Flexible Working, Dress For Your Day Policy, Financial Support For Professional Development, Study Leave, Health Insurance
Posted 39d ago
~40 hrs/week
Responsibilities
The role involves managing the day-to-day administration and bookkeeping for trusts and companies, including maintaining statutory records and handling bank transactions. It also requires liaising with bankers, intermediaries, and investment advisors to provide high-level service to Ultra-High-Net-Worth clients.
Requirements
Candidates must have strong communication and organizational skills, with a minimum of 5 GCSEs (including English and Maths) for the Administrator level. A background in bookkeeping or accounting and progress toward STEP or CGI certifications is highly desirable for the Senior Administrator level.
Full job description
Administrator / Senior Administrator
Department: Trust
Employment Type: Permanent
Location: Guernsey
Reporting To: Assistant Manager
Description
Who we are
Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients to optimise their personal and business wealth and to create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long-term.
Established in Guernsey in 1977, we are one of the largest independent private client firms in the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including:
a competitive salary
flexible working and dress for your day policies
full financial support and study leave for professional development
top-level health insurance for our people
annual performance-based bonuses
e-bikes free for staff use and opportunities to take part in green initiatives
regular sports and social events as well as opportunities to support local charities
The role
We are looking for an enthusiastic and highly organised trust professional who is looking to work in a varied and challenging role within our Family Office Team. This role requires a client-centric approach where you will need to be solution driven and focussed on providing an excellent service to our Ultra-High-Net-Worth clients.
If you are from a bookkeeping or accounting background with exposure to the Trust sector, this would be highly desirable.
The responsibilities
You’ll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including:
Trust Administrator
assisting with the set up and maintenance of client information into the database; and statutory records including minutes of directors and shareholders meetings, and trustee resolutions
completing the day-to-day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements
assisting with the opening and closing of entity bank accounts and assisting with review of incoming funds into client bank accounts, and working towards becoming competent in liaison with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions
preparing emails and route through to senior team members in readiness for sending, taking telephone messages and carrying out call backs
preparing routine investment review minutes
developing an understanding of the firm’s policies and procedures and how they impact day-to-day work
developing an awareness of tax and take note of warning messages along with gaining knowledge on the formation of legal entities and trusts
updating the timekeeping system in line with expectations and striving to meet utilisation targets
Senior Administrator
setting up and maintaining the client information database and statutory records including minutes of directors and shareholders meetings, and trustee resolutions
completing the day-to-day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements
assisting team members with the opening and closing of entity bank accounts and assisting with the review of incoming funds to client bank accounts, noting any inconsistencies.
liaising with bankers over remittance of money deposit accounts and investment transactions and settlement instructions
liaising with intermediaries as directed by senior team members, including proactively making phone calls. Attending intermediary meetings and prepare meeting notes where appropriate. Discussing technical matters with senior team members to gain understanding
preparing routine investment review minutes and liaising with investment advisors and brokers, as required
working towards competency in the formation of legal entities and trusts and developing knowledge of registry requirements in common jurisdictions
acting in line with the firm’s policies and procedures and demonstrating good understanding of how they impact day to day working
gaining and developing an awareness of tax, taking note of warning messages
completing the timekeeping system and meeting utilisation targets
You
Administrator
successful attainment of a minimum of 5 GCSEs, or equivalent, at grade 4 (or C) and above, to include English and Maths
effective and confident communication skills along with the ability to converse with a range of people
ability to organise work schedule over the short term, with support if needed
ability to work to specified standards and service levels and propose solutions to resolve straight forward daily problems
evidence a positive and committed approach to teamwork and understand the importance of working together to provide excellent client service
Senior Administrator
a sound understanding of tasks covering a range of activities using multiple methods, techniques and processes
may have attained or be working towards STEP or CGI, or equivalent, along with meeting your CPD requirements
effective communication skills and the ability to converse with a range of people, adapting style with ease to suit the audience and situation
ability to identify and resolve non-complex issues, with support and direction
ability to prioritise and complete tasks to achieve deadlines, with support and direction
ability to work to specified standards and service levels and propose solutions to resolve straight forward daily problems
evidence a positive and committed approach to teamwork and understand the importance of working together to provide excellent client service
A director-led firm of individually expert, collectively exceptional people. We implement and manage wealth structures to optimise our clients’ wealth and create lasting legacies. With a presence in the Cayman Islands, Dubai, Guernsey, Switzerland and the UK, we’re here to help. A service tailored to you. Supported by us.
Offices: La Tonnelle House, Les Banques, St Sampson, GY1 3HS, GG · Rue de la Confédération 5, 1204 Geneva, Switzerland, Geneva, 1204, CH · Liberty House, 812-A, Dubai, AE · Unit A4-A6, Printers Way 115B Cayman Technology Centre George Town PO Box 1092, Grand Cayman KY1-1102 Cayman Islands, Grand Cayman, KY1-1102, KY · Olgastrasse 10, Zurich, 8001, CH
Family OfficeFoundationsPrivate Trust CompanyTrusted AdvisorOffshore FutureTextbook TrusteeTrustsAsset ProtectionSuccession PlanningFamily Governance
A director-led firm of individually expert, collectively exceptional people. We implement and manage wealth structures to optimise our clients’ wealth and create lasting legacies. With a presence in the Cayman Islands, Dubai, Guernsey, Switzerland and the UK, we’re here to help. A service tailored to you. Supported by us.
Offices: La Tonnelle House, Les Banques, St Sampson, GY1 3HS, GG · Rue de la Confédération 5, 1204 Geneva, Switzerland, Geneva, 1204, CH · Liberty House, 812-A, Dubai, AE · Unit A4-A6, Printers Way 115B Cayman Technology Centre George Town PO Box 1092, Grand Cayman KY1-1102 Cayman Islands, Grand Cayman, KY1-1102, KY · Olgastrasse 10, Zurich, 8001, CH
Family OfficeFoundationsPrivate Trust CompanyTrusted AdvisorOffshore FutureTextbook TrusteeTrustsAsset ProtectionSuccession PlanningFamily Governance
