Private Client Trust Administrator (Hybrid)

CorpTax, Inc.; United Kingdom; Híbrido; GBP 32 000 - 52 000; Tempo integral

Resumo da oferta

CSC is seeking an Administrator/Senior Administrator for Private Clients in Guernsey. The role supports administration of trusts and companies, ensuring governance and regulatory compliance, with ownership of complex cases at senior level.

The position is permanent, Monday to Friday, 36.25 hours, with a hybrid working arrangement. Suitable candidates will be well-organised, detail-oriented, and able to liaise with clients and professional advisers in a regulated fiduciary services environment.

Qualificações

• Experience in regulated finance or fiduciary services environment.
• Strong organisational skills with the ability to manage deadlines and maintain high attention to detail.
• Knowledge of trust administration and/or company administration principles.
• Confidence communicating with clients and third parties in a professional, service-led manner.
• Proficiency with common business systems and Microsoft Office.
• Commitment to ongoing learning, quality standards, and compliance-driven ways of working.

Responsabilidades

• Administer a portfolio of trusts and companies, maintaining accurate client/entity records and statutory documentation.
• Prepare and progress routine and non-routine administration tasks in line with client instructions, internal procedures, and regulatory requirements.
• Liaise professionally with clients and third parties such as lawyers, accountants, tax advisers, and banks to progress matters efficiently.
• Support the completion of ongoing compliance obligations, including timely closure of review points and accurate record-keeping.
• Coordinate with the Accounts team to support accurate bookkeeping inputs, billing, fee collection, and debtor management for your portfolio.
• Assist with the preparation and coordination of deliverables linked to legislative and reporting requirements (including tax-related filings and AEOI reporting where applicable).
• Identify and elevate risks, issues, or delays promptly, proposing solutions and maintaining strong service standards.
• Contribute to team efficiency by improving processes, strengthening controls, and sharing knowledge and best practices.
• At Senior Administrator level, provide guidance to other team members, review work where appropriate, and deputise for the Assistant Manager when required.

Conhecimentos

Organisational skills

Attention to detail

Client communication

Microsoft Office

Regulatory compliance

Willing to learn

Formação académica

STEP/ICSA qualification

Descrição da oferta de emprego

CSC is seeking an Administrator/Senior Administrator for Private Clients in Guernsey. The role supports administration of trusts and companies, ensuring governance and regulatory compliance, with ownership of complex cases at senior level.

The position is permanent, Monday to Friday, 36.25 hours, with a hybrid working arrangement. Suitable candidates will be well-organised, detail-oriented, and able to liaise with clients and professional advisers in a regulated fiduciary services environment.