Senior Trust & Corporate Admin – Client & Compliance

Opera; St Peter Port; On-site; GBP 36,000 - 54,000; Full time

Job summary

Oak delivers private client, corporate and fund administration services across multiple jurisdictions. The role supports the Private Wealth Team by administering a portfolio of trust and company structures and liaising with clients and intermediaries.

Key duties include onboarding, periodic reviews and fee management, with a focus on timely, accurate service and regulatory compliance. A minimum of 5 years in fiduciary admin is expected, with professional qualifications encouraged.

Qualifications

• At least 5 years’ experience in an administrative role ideally within Fiduciary Services
• Holds or is open to undertaking a relevant Professional Qualification e.g. STEP, CGI, ACCA
• Good understanding of fiduciary services business including the regulatory requirements
• Good IT skills, including practical experience of Microsoft Outlook, Word and Excel
• Good written and verbal communication skills
• Ability to work accurately with good attention to detail
• A flexible attitude towards work and a willingness to assist other members of the team as required
• Good time management, prioritisation and organisational skills
• Demonstrates drive, ambition & willingness to learn
• A proactive approach to work & the ability to work under own initiative

Responsibilities

• Administration of a portfolio of entities including e-mail and telephone communication with clients and intermediaries; transactional work; payments; drafting of minutes/resolutions
• Maintaining and building good relationships with clients and intermediaries through quality service
• Responding to all client communications within 24 hours (including holding replies)
• Preparation for and attendance at virtually held and locally based client meetings and preparation of the post meeting file note
• Assisting the Directors and Senior Management with the on-boarding of new business
• Completion of terminating and outgoing business within 3 months of notification
• A quarterly review of all time billed to their portfolio
• Sending OTGL fee invoices to clients within 2 weeks of being issued by the Finance Team
• Collecting OTGL fees within 1 month of being issued
• Providing a C level signatory

Skills

Fiduciary admin

STEP/CGI/ACCA

MS Office

Communication

Attention to detail

Time management

Team player

Proactive

Education

Professional qualification (STEP/CGI/ACCA)

Tools

Microsoft Office

Job description

Oak delivers private client, corporate and fund administration services across multiple jurisdictions. The role supports the Private Wealth Team by administering a portfolio of trust and company structures and liaising with clients and intermediaries.

Key duties include onboarding, periodic reviews and fee management, with a focus on timely, accurate service and regulatory compliance. A minimum of 5 years in fiduciary admin is expected, with professional qualifications encouraged.