Private Wealth Senior Administrator

2 days ago

Guernsey, United Kingdom Intertrust Full time

**The Senior Administrator Private Wealth will undertake the administration for a portfolio of companies and trusts in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.**:
**The Key Responsibilities for the role are noted below and you **will also be expected to undertake any such duties that are deemed a reasonable requirement of your role.** **In addition, you will be required to participate in business and social events organised for staff.****:
**The Role**:

- ** **To take the lead in the administration of a portfolio of trusts and companies;**:

- ** **L**iaise with lawyers, accountants, tax advisors and banks on all matters relating to the management of a complex portfolio of private wealth cases;**:

- ** **Ensure that all client files are up to date and that Minutes and Meeting Notes have been drafted accurately with an appropriate level of detail;**:

- ** **Ensure fee collection and chasing/collection of debtors is completed in a timely manner;**:

- ** **Ensure that annual AEOI reporting is carried out with accuracy and in a timely manner;**:

- ** **Will liaise with the Accounts team in respect of annual accounts and bookkeeping for trusts and companies, to ensure that accounting ledgers are maintained up to date and annual accounts are ready to meet agreed timelines;**:

- ** **In liaison with Assistant Manager/Manager, action any compliance review points in a timely manner;****:

- ** **Deputise for the Assistant Manager as requested to ensure all administration tasks are completed by the Team in an accurate and timely manner;**:

- ** **Ensure all administration tasks are followed through to completion in a timely manner, including tasks delegated to other members of the Team (i.e. payments) ;**:

- ** **Review Team procedures/processes and escalate any concerns or improvements as appropriate;**:

- ** **Support a strong communication ethos amongst the team and Management;**:

- ** **Proactively keep an up-to-date awareness of current industry issues e.g. changes in legislation that may impact clients and raise these as appropriate.**

**My Profile**:

- ** **Prior relevant experience gained in regulated finance or professional services;**:

- ** **Able to demonstrate good organisational and time management skills whilst providing a first-class client service;**:

- ** **Either Fully or part qualified in STEP, ICSA, or similar, with willingness to study;**:

- ** **Sound educational background i.e. A Level/Baccalaureate or equivalent with GCSE Grade in English and Mathematics;**:

- ** **Drive development by using all learning and development resources available; and**:

- ** **Demonstrate solid IT skills.

  • Private Client Administrator

    2 days ago

    Guernsey, United Kingdom Intertrust Full time

    **The Administrator Private Clients will assist in the day to day trust and company administration of a portfolio of companies and trusts i**n **accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.**:

  • Private Client

    9 hours ago

    Guernsey, United Kingdom Chadwick Nott Full time

    Fantastic opportunity for a Senior Associate or Counsel to join a leading offshore law in their Private Clients & Trust team. The firm's Private Client & Trust team provide trust and foundation services to private individuals, families, and fiduciary companies. They advise on all aspects of trust law, including the establishment, administration,...

  • Senior Trust Officer

    1 week ago

    Guernsey, United Kingdom ZEDRA Full time

    ZEDRA Guernsey are recruiting for Senior Trust Officers to join the Incentives team! The Senior Officer will take direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to all clients, intermediaries and other stakeholders. You will work to identify and...

  • Senior Customer Service Administrator

    6 days ago

    Guernsey, United Kingdom Sovereign Group Full time

    Senior Customer Service Administrator Gibraltar Full Time Senior Customer Service Administrator **Job title**: Senior Customer Service Administrator **Pay Band**: Band 3 or 4 depending on experience and qualifications **Department**: Sovereign Insurance Services Ltd **Reporting to**: Director **Location**: Gibraltar About Sovereign Sovereign Gibraltar...

  • Client Director, Private Clients

    6 days ago

    Guernsey, United Kingdom CSC Full time

    Client Director, Private ClientsLocation: GuernseyDepartment: Private ClientsVacancy Type: Permanent, HybridHours: 36.25 hours per weekWe're looking for a Client Director to join our Private Clients team in Guernsey. Reporting to a Director, this leadership role sits within our Corporate Legal Solutions (CLS) division and jointly oversees one of two...

  • Senior Fund Administrator

    1 week ago

    Guernsey, United Kingdom Alter Domus Full time

    We are Alter Domus. Our name means “The Other House” and we’re a world leading provider of integrated solutions for the alternative investment industry. We believe in being different. Here, you progress on merit, not who you know. You speak openly, whoever you’re speaking to. And it’s your freedom to decide which cutting-edge kind of finance...

  • Administrator, Fund Services

    2 days ago

    Guernsey, United Kingdom Intertrust Full time

    **Fund Services, Administrator (Trainee)**: **Location: Guernsey** **Department: Fund Services** **Vacancy type: Permanent***: **The Position**: ***: **The Fund Services Administrator (Trainee) under supervision and as part of a team undertake fund administration of a portfolio of funds and investment companies, in accordance with the relevant Client...

  • Premier Relationship Officer

    1 week ago

    Guernsey, United Kingdom HSBC Full time

    Premier Relationship Officer Some careers shine brighter than others. If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. As an...

  • Junior Administrator

    1 week ago

    Guernsey, United Kingdom CSC Full time £25,000 - £45,000 per year

    Junior Administrator, Private ClientsLocation : GuernseySchedule: Monday to Friday 36 ¼ hours per weekVacancy type: PermanentHybrid/On-SiteIntro: CSC Private Clients is a specialist team which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team, have good attention to...

  • Desk Head

    1 week ago

    Guernsey, United Kingdom HSBC Full time

    -Job description If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. In this role, you will be responsible for leading your team...