Assistant Trust Administrator

Praxis Group; St Peter Port; On-site; GBP 26,000 - 38,000; Full time

Job summary

Praxis Group in Guernsey seeks a Trust Administrator to assist in day-to-day client portfolio management, including trusts and companies. You will work under supervision to keep statutory records current, handle payments, and prepare governance minutes for routine matters.

As part of a busy private wealth team, you’ll liaise with legal, accounting and taxation colleagues, interact with clients, and contribute to administrative duties across Trust and Company structures.

Qualifications

• Educated to A Level standard or equivalent.
• Willingness to study towards STEP Certificate/Diploma.
• Strong written and verbal communication skills are essential.
• Good problem solving skills and a reliable team player are required.
• Ability to meet deadlines with minimal supervision.

Responsibilities

• Statutory work ensures records are up to date and accurate.
• Enter payments and identify receipts as required.
• Prepare minutes/resolutions for routine matters.
• Assist with entity reviews and action points from annual reviews.
• Liaise with legal, accounting and taxation teams as needed.
• Communicate with clients and intermediaries on non-complex matters.
• Handle general administrative tasks for Trust and Company structures.
• Participate in ad hoc, non-complex project work.

Skills

Strong written and verbal comms

Problem solving

Team player

Deadline-driven

Education

A level or equivalent

Willingness to study STEP

Job description

Praxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world.

Our expertise and experience is driven by recruiting and retaining the brightest and best, and creating a culture that allows people to thrive. Our independence encourages an open culture where every voice is valued. We care about creating an environment that hears, supports and shares openly with all our people.

Teamwork and collaboration are at the heart of our approach, and we nurture an environment of openness and respect where everyone feels valued.

Be heard. Be part of the Praxis Group.

Our private wealth and corporate services teams work with our clients and their advisers, delivering an efficient, informed and personal service. We operate a fast-paced and rewarding environment with opportunities to service a variety of international clients across all asset classes.

Job Summary:

To assist with the day to day running of a portfolio of clients which will contain a mixture of trusts and companies dealing with a wide variety of tasks under the guidance and supervision of a Senior Trust Administrator / Trust Supervisor.

Job Accountabilities:

Day to day duties will include:-

• > Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times
• > Entering payments and identify receipts as required
• > Preparation of minutes/resolutions of the Trustee / Board for routine matters
• > Entity reviews – to assist with clearing any action points following the annual reviews
• > Liaison with our respective departments regarding legal, accounting and taxation matters
• > Liaison with clients and intermediaries both by telephone and in writing with regard to matters of a non-complex nature
• > General administrative tasks relating to the running of Trust and Company structures
• > Ad hoc project work of a non complex nature

Minimum Education and Experience

• > Educated to ‘A’ Level standard, or equivalent
• > Willingness to study towards a relevant professional qualification i.e. STEP Certificate/Diploma

Required Skills

• > Strong written and verbal communication skills
• > Good problem solving skills
• > A good team player
• > Ability to work to deadlines with minimum supervision