Client Trust & Corporate Administrator

Opera; Guernsey (WY); On-site; USD 35,000 - 52,000; Full time

Job summary

Oak, part of Opera, seeks an organised administrator to deliver client administration for a portfolio of trust and company structures. You will work closely with the Trust team, clients and intermediaries to ensure accurate, timely service.

You will handle onboarding, minutes and resolutions, and accurate financial administration. A proactive, detail-oriented approach and willingness to learn are essential to success in this role.

Qualifications

• At least one year of administration experience within fiduciary services.
• Willingness to undertake STEP/ICSA/ACCA qualifications.
• GCSE English and Maths at Grade C or above.
• Solid understanding of fiduciary services and regulatory requirements.
• Strong IT skills with MS Office.
• Excellent written and verbal communication.
• Detail-oriented with strong time management.
• Flexible, proactive team player with initiative.

Responsibilities

• Administer a portfolio of client entities; manage emails and calls with clients and intermediaries.
• Draft minutes and resolutions and source documents for the Client Committee.
• Maintain and build relationships with clients and intermediaries through quality service.
• Respond to client communications within 24 hours.
• Assist onboarding of new business and attendance at client meetings.
• Prepare post-meeting notes and maintain client profiles and risk assessments.
• Ensure timely time-sheet updates and fee invoicing when appropriate.
• Support compliance with due diligence and periodic reviews.

Skills

Admin experience

Professional qualification

Fiduciary knowledge

MS Office

Communication

Time management

Team player

Education

GCSEs (English & Maths)

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Oak, part of Opera, seeks an organised administrator to deliver client administration for a portfolio of trust and company structures. You will work closely with the Trust team, clients and intermediaries to ensure accurate, timely service.

You will handle onboarding, minutes and resolutions, and accurate financial administration. A proactive, detail-oriented approach and willingness to learn are essential to success in this role.