Trust Company Administrator own portfolio

2019-03-11 10:23:062019-03-31First Call
Job Type Permanent Full Time
Location Guernsey
Area Guernsey, Channel Islands Guernsey
Sector Financial Services - AdministrationFinancial Services - Trust Management
Salary See Job Description
Currency GBP
Start Date ASAP
Job Ref 6343_1552299786
Job Views 67
Description

Our client is looking to bring on-board an experienced trust & company administrator to assist in supporting the team / manager with client services and providing guidance to junior members of the team.

You'll be joining a small but bustling team where you'll be responsible for a small portfolio of trusts and companies together with QNUPS and other Retirement Plans.

Key Responsibilities & Duties will include:

  • Liaising with clients, colleagues and other internal departments & assisting with new business enquiries
  • Drafting minutes & resolutions and attending client meetings
  • Understanding and checking investments made & preparing asset statements
  • Maintaining accounting records, reviewing monetary movements/bank statements

This is perfect if you're looking to take a step forward into a role where you'll need to assess client requests, utilise your expertise and will have responsibility for your own portfolio. Apply today to enter into discussions about this client.

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