Trust & Corporate Administration Specialist

Opera; Guernsey (WY); On-site; USD 32,000 - 42,000; Full time

Job summary

Oak, part of Opera, delivers private wealth and fiduciary services with a global client base. The role focuses on delivering excellent client administration for a portfolio of trusts and corporate structures, liaising with the Trust team, clients and intermediaries to maintain high service standards.

You will handle onboarding, client meetings support, timekeeping and invoicing processes, and ensure timely responses, compliance and risk assessments.

Qualifications

• Minimum 1 year of fiduciary services admin experience.
• Open to undertaking STEP/ICSA/ACCA.
• 5 GCSEs with English & Maths at C or above.
• Good understanding of fiduciary services regulatory requirements.
• Proficient in Outlook, Word and Excel.
• Strong written and verbal communication skills.
• Detail oriented with good time management.
• Flexible attitude and willingness to support team.

Responsibilities

• Administer a portfolio of entities including client communications, transactions, payments and documentation; draft minutes/resolutions and present to Client Committee.
• Respond to client communications within 24 hours.
• Prepare for and attend client meetings and draft post-meeting notes.
• Assist Directors with onboarding of new business.
• Complete terminating and outgoing business within 3 months of notification.
• Quarterly review of all time billed; send OTGL invoices within 2 weeks; collect fees within 1 month.
• Provide a C level signatory when experienced; maintain client profiles and risk assessments.
• Keep client due diligence up to date and compliant.
• Attend to and complete tasks within due dates; sign off periodic reviews within 3 months.
• Maintain timely time sheets and monthly utilisation targets.

Skills

Client service

Attention to detail

Time management

Communication skills

MS Outlook/Word/Excel

Team collaboration

Regulatory understanding

Education

GCSE English & Maths

STEP/ICSA/ACCA (optional)

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Oak, part of Opera, delivers private wealth and fiduciary services with a global client base. The role focuses on delivering excellent client administration for a portfolio of trusts and corporate structures, liaising with the Trust team, clients and intermediaries to maintain high service standards.

You will handle onboarding, client meetings support, timekeeping and invoicing processes, and ensure timely responses, compliance and risk assessments.