Trust and Company Administrator

2020-01-07 14:17:112020-02-03 First Call
Job Type Permanent Full Time
Location Guernsey
Area Guernsey, Channel Islands Guernsey
Sector Financial Services - Trust Management
Salary See Job Description
Currency GBP
Start Date ASAP
Job Ref 40393_1578406632
Job Views 121
Description

Joining a small but busy team, this position will see you responsible for your own portfolio, whilst assisting in supporting the team and Trust Manager with both client services and guidance to junior team members.

The portfolio coverage will include the likes of trusts and companies together with retirement products.

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 and reviewing bank statements & monetary movements

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.

Should this opportunity be of interest, apply today with a current copy of your CV to enter into discussions about this company & role or give Jack a call at 714634.

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