Trust Administrator

Saffery Trust; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Guernsey seeks a Trust Administrator to join their team. This permanent role requires no prior experience, but candidates must have a minimum of 5 GCSEs including English and Maths. Key responsibilities include assisting with client records and bookkeeping. Ideal candidates will exhibit strong communication and teamwork skills. The firm offers benefits such as a competitive salary, flexible working, and professional development support.

Benefits

Competitive salary

Flexible working

Top-level health insurance

Annual performance-based bonuses

Opportunities for professional development

E-bikes for staff use

Regular sports and social events

Qualifications

• No previous experience in a trust or financial services environment is required.
• Ability to work to specified standards and service levels.

Responsibilities

• Assist with client information setup and statutory records.
• Complete day-to-day bookkeeping for companies and trusts.
• Assist with the opening and closing of entity bank accounts.

Skills

Effective communication skills

Ability to organize work schedule

Teamwork

Education

Minimum of 5 GCSEs or equivalent at grade 4 (C) and above including English and Maths

Job description

Trust Administrator

Department: Trust

Employment Type: Permanent

Location: Guernsey

Reporting To: Assistant Manager

Description

Who we are Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients to optimise their personal and business wealth and to create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long-term.

Established in Guernsey in 1977, we are one of the largest independent private client firms in the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including:

• a competitive salary
• flexible working and dress for your day policies
• full financial support and study leave for professional development
• top-level health insurance for our people
• annual performance-based bonuses
• e-bikes free for staff use and opportunities to take part in green initiatives
• regular sports and social events as well as opportunities to support local charities

The role

We’re looking for an enthusiastic Trust Administrator who demonstrates our core values and wants to build a rewarding career delivering client service excellence.

This role is a permanent contract, working within a trust and corporate services team to support high-net-worth individuals and their families.

The responsibilities

• assisting with the set up and maintenance of client information into the database; and statutory records including minutes of directors and shareholders meetings, and trustee resolutions
• completing the day-to-day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements
• assisting with the opening and closing of entity bank accounts and assisting with the review of incoming funds into client bank accounts, and working towards becoming competent in liaison with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions
• preparing emails and routing through to senior team members in readiness for sending, taking telephone messages and carrying out call backs
• preparing routine investment review minutes
• developing an understanding of the firm’s policies and procedures and how they impact day-to-day work
• developing an awareness of tax and taking note of warning messages along with gaining knowledge on the formation of legal entities and trusts
• updating the timekeeping system in line with expectations and striving to meet utilisation targets

You

No previous experience in a trust or financial services environment is required for this role.

• successful attainment of a minimum of 5 GCSEs, or equivalent, at grade 4 (or C) and above, to include English and Maths
• effective and confident communication skills along with the ability to converse with a range of people
• ability to organise work schedule over the short term, with support if needed
• ability to work to specified standards and service levels and propose solutions to resolve straight forward daily problems
• evidence a positive and committed approach to teamwork and understand the importance of working together to provide excellent client service