Senior Administrator, CLS Private Clients
Location: Guernsey
Schedule: Monday to Friday 36.25 hours per week
Hybrid/On-Site
Vacancy type: Permanent
Intro:
The Senior Trust and Company Administrator Private Clients will undertake the administration for a portfolio of companies and trusts in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.
The Key Responsibilities for the role are noted below and you will also be expected to undertake any such duties that are deemed a reasonable requirement of your role. In addition, you will be encouraged to participate in business and social events organised for staff.
Some of the things you will be doing:
- Take the lead in the administration of a portfolio of trusts and companies.
- Ensure that all client files are up to date and that Minutes and Meeting Notes have been drafted accurately with an appropriate level of detail; and
- Ensure fee collection and chasing and collection of debtors is completed in a timely manner;
- Liaise with lawyers, accountants, tax advisors and banks on all matters relating to the management of a complex portfolio of private client cases;
- In liaison with the Assistant Manager/Manager, action any compliance review points in a timely manner;
- Liaise with the Accounts team in respect of annual accounts and bookkeeping for trusts and companies, to ensure that accounting ledgers are maintained up to date and annual accounts are ready to meet agreed timelines;
- Ensure all administration tasks are followed through to completion in a timely manner, including task delegated to other members of the Team (i.e. payments);
- Support a strong communication ethos amongst the team and Management;
- Proactively keep an up-to-date awareness of current industry issues e.g. changes in legislation that may impact clients and raise these as appropriate.
- Keep appraised of Team procedures/processes and escalate any concerns or improvements as appropriate;
- Deputise for Assistant Manager, as requested to ensure all administration tasks are completed by the Team in an accurate and timely manner;
- Ensure that annual tax filings and AEOI reporting and all other legislative requirements are carried out with accuracy, in a timely manner, and in accordance with regulatory deadlines.
What technical skills, experience, and qualifications do you need:
- Able to demonstrate good organisational and time management skills whilst providing a first-class client service;
- Prior relevant experience gained in regulated finance or professional services;
- Either fully or part qualified in STEP, ICSA, or similar, with willingness to study;
- Sound educational background i.e. A Level/Baccalaureate or equivalent with GCSE Grade in English and Mathematics;
- Drive development by using all learning and development resources available; and
- Demonstrate solid IT skills.
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