Client Services & Records Administrator

Trustandpension; United Kingdom; Remote; GBP 23,000 - 30,000; Full time

Job summary

Trustandpension is seeking a Business Support Administrator to assist the Guernsey office with day-to-day office administration and client service support across the business. You will manage reception, facilities, and mail, while ensuring secure handling of confidential information and maintaining an orderly, compliant working environment.

You will also handle records management (physical and electronic), data accuracy, and support AML/KYC processes, due diligence, and service improvements in

Qualifications

• Previous administrative, customer service, or office-based experience within financial services would be advantageous but is not essential

Responsibilities

• Office Administration and Business Support: Manage reception activities, welcome visitors, and prepare meeting rooms; maintain smooth day-to-day office operations including supplies, maintenance, mail and courier services; support workplace health and safety including first aid supplies and emergency procedures; handle confidential information securely and provide administrative support to the wider business.
• Records and Data Management: Receive, organise, scan, file, retrieve, and maintain client, statutory, and business records in physical and electronic formats; ensure records are accurate and compliant with regulatory requirements and internal procedures; manage document tracking, archiving, storage and disposal; maintain data across systems and support data quality initiatives and audits.
• Client Services Administration: Deliver high-quality client service through professional communication with clients, advisers, service providers and stakeholders; process client instructions, payments and case activities; manage and progress client cases with timely follow-up and escalation when needed; monitor inward funds, support fee processing, assist with risk assessments and due diligence; handle complaints, errors and omissions per policies.
• Compliance and Continuous Improvement: Ensure activities align with internal policies, regulatory requirements, and quality standards; assist with AML, KYC and due diligence processes; collaborate with colleagues to improve service delivery; actively participate in team meetings and departmental objectives.
• Other Duties: Undertake any other reasonable duties to support the business.

Job description

Trustandpension is seeking a Business Support Administrator to assist the Guernsey office with day-to-day office administration and client service support across the business. You will manage reception, facilities, and mail, while ensuring secure handling of confidential information and maintaining an orderly, compliant working environment.

You will also handle records management (physical and electronic), data accuracy, and support AML/KYC processes, due diligence, and service improvements in