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 a 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 and mentoring 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);
  • 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 for signing requirements;
  • 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.
Person Specification / Competencies Client: Strong client focus, demonstrates drive and delivers a quality service. Sets standards.
Company: Has a commercial outlook, follows procedures and is aware of risk, escalating appropriately.  Has an innovative approach to work considering solutions.  Spots opportunities to develop and enhance people and process.  Demonstrates an enthusiasm and aptitude for learning and sharing knowledge.
People: Works collaboratively and is a team player with strong communication skills.  Shares knowledge and experience in support of the business, its people and culture.