Senior Administrator Assistant Manager (9/10 month FTC, Private Clients, Guernsey, Temporary, Hybrid)
The Senior Administrator/Assistant Manager, Private Clients, will administer a portfolio of fiduciary structures in accordance with the relevant Client Services Agreements and the laws and regulations pertaining to the Group’s Guernsey regulatory licences.
Key Responsibilities
- Administer a portfolio of complex fiduciary structures to a high standard ensuring all administration procedures are adhered to.
- Ensure administration is carried out in accordance with up-to-date tax and legal advice with support from client manager/client director.
- Consistently deliver a timely and high-quality service to clients, demonstrating effective communication and ensuring client managers/directors are copied in at all times.
- Liaise with beneficiaries, investment advisers, bankers, auditors, property advisers, agents and lawyers on all matters relating to the management of a portfolio of complex fiduciary structures.
- Ensure that invoicing fees and debt management is carried out in a proactive and timely manner.
- Demonstrate a full understanding of client entity transactions, ensuring all client entity files are up to date and that Minutes and Meeting Notes are drafted accurately with an appropriate level of detail.
- Support team lead in the management of the team as required.
- Supervise and assist in the development of a junior member of the team as required.
- Delegate routine administration tasks to the administration team whilst retaining oversight to ensure tasks are fully completed in a professional and timely manner.
- Oversee projects as requested by the team lead and ensure these are completed accurately within the deadlines set.
- Demonstrate an understanding and knowledge of risk factors specific to fiduciary structures, particularly in relation to trigger events seeking guidance from client managers/directors.
- Provide on‑the‑job training and guidance for more junior members of the administration team, sharing technical knowledge and experience.
- Be responsible for FATCA, CRS, Payment Procedures, FID reviews and action points for audit and liaise with auditors.
- Embrace and demonstrate our corporate values and purpose – Tenacity, Service, Teamwork, Agility and Genuine.
- Proactively maintain an up‑to‑date awareness of current industry issues such as interest rate movements and changes in legislation (e.g., Substance legislation).
- B‑signatory (up to £50,000 on Bank Signing Schedules).
Qualifications
- Evidence of prior and proven relevant experience in regulated finance or professional services.
- Sound organisational skills and supervisory experience.
- Possess a solid understanding of the business and markets applicable to the business.
- Hold a relevant professional qualification such as STEP or ICSA.
- Strong technical IT skills.
- Drive personal development using all the resources available to achieve success.
Benefits
- Competitive and comprehensive benefits package including annual leave, tuition reimbursement, referral bonuses, and more.
- Hybrid or remote work schedules in alignment with local regulations.