Senior Administrator


Private Client Services


Private Client Services

Job type:

Senior Administrator


Job Description

Job title: Senior Administrator
Department: Private Client Services
Reporting to: Manager
Job Level: 3
Role purpose: Being a member of dedicated and progressive team, providing comprehensive administration services to our international client base and their structures, whilst administering a complex client portfolio.
Core responsibilities:
  • Administer a complex client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships;
  • Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors;
  • Provide day to day training to Assistant Administrators and in doing so build up their confidence and knowledge of Trust and Corporate services;
  • Undertake the billing and debt collection for your client portfolio;
  • Undertake the initial review of Working Papers files for the annual Accounts / Financial Statements for your client portfolio;
  • Acquire, monitor and dispose of assets held within your client portfolio in accordance with the Office Procedures Manual;
  • Prepare written correspondence, Board / Trustee minutes and checklists, as necessary (or review such work if you are responsible for the training of an Assistant Administrator);
  • Maintain your client’s files in an orderly manner, ensuring documents are files correctly and in a timely manner (or review such work if you are responsible for the training of an Assistant Administrator);
  • Undertake periodic reviews of your client files, as necessary;
  • Provide general assistance to the Assistant Manager / Manager when required.
Technical / Professional / Qualification Requirements:
  • Completion or part completion of a relevant Professional Qualification (i.e. ICSA or STEP);
  • Evidence of sufficient Continuous Professional Development (CPD);
  • Understanding and experience of compliance, risk and the mitigation thereof;
  • Understanding of CRS/FATCA and experience of with the classification thereof;
  • “B” Signatory;
  • A competent understanding of Guernsey Company and Trust Laws;
  • Basic awareness of UK taxation for individuals and its impact on offshore structures;
  • Awareness of current Anti-Money Laundering (AML) legislation and related codes of practice;
  • Transactional / restructuring experience.