Private Client Administrator – Offshore Trusts (Guernsey)

AP Personnel; United Kingdom; On-site; GBP 30,000 - 40,000; Full time

Job summary

AP Personnel, located in Guernsey, is seeking a skilled Private Client Administrator to manage a portfolio of clients. The role entails client liaison, record maintenance, and compliance with statutory requirements.

The ideal candidate will have at least 2 years of experience in the Offshore Trust industry and should be willing to pursue relevant qualifications such as STEP or ICSA. This position offers a unique opportunity to grow within a family-owned establishment.

Qualifications

• Minimum of 2 years’ experience in the Offshore Trust industry.
• Willingness to continue training and develop knowledge.

Responsibilities

• Manage a portfolio of private client matters with oversight from the team manager.
• Liaise with clients and third parties to obtain information and progress tasks.
• Maintain accurate records, including bookkeeping and compliance with statutory requirements.
• Proactively identify and resolve tasks to ensure client needs are met.

Skills

Offshore Trust industry experience

Bookkeeping

Client liaison

Education

STEP or ICSA Diploma

Job description

AP Personnel, located in Guernsey, is seeking a skilled Private Client Administrator to manage a portfolio of clients. The role entails client liaison, record maintenance, and compliance with statutory requirements.

The ideal candidate will have at least 2 years of experience in the Offshore Trust industry and should be willing to pursue relevant qualifications such as STEP or ICSA. This position offers a unique opportunity to grow within a family-owned establishment.