Senior Trust & Corporate Administrator - Private Wealth

Opera; Guernsey (WY); On-site; USD 33,000 - 49,000; Full time

Job summary

Oak is seeking an organised fiduciary services administrator to manage a portfolio of client trusts and company structures. You will liaise with the Trust team, clients and intermediaries to ensure accurate administration of entities and timely delivery of documents.

The role requires strong GCSEs, a willingness to pursue STEP/ICSA/ACCA, and solid IT and communication skills. It offers a disciplined, collaborative environment within a growing private wealth practice.

Qualifications

• Minimum 5 GCSEs (or equivalent) with English & Maths at Grade C or above.
• 3-5 years’ experience in an administrative role ideally within Fiduciary Services.
• Holds or is open to undertaking a relevant Professional Qualification e.g. STEP, ICSA, 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 client communications; transactional work; payments; asset administration; drafting minutes/resolutions and source documents.
• Responding to client communications within 24 hours.
• Preparation for and attendance at client meetings; post-meeting file notes.

Skills

Communication skills

Attention to detail

Time management

Initiative

Willingness to learn

Flexible attitude

Education

GCSEs English & Maths

Professional qualification (STEP/ICSA/ACCA)

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Oak is seeking an organised fiduciary services administrator to manage a portfolio of client trusts and company structures. You will liaise with the Trust team, clients and intermediaries to ensure accurate administration of entities and timely delivery of documents.

The role requires strong GCSEs, a willingness to pursue STEP/ICSA/ACCA, and solid IT and communication skills. It offers a disciplined, collaborative environment within a growing private wealth practice.