12 May 2020

Private Wealth Administrator, Guernsey | Guernsey,United Kingdom

Personnel AppointmentsAnywhere

Job Description

Our client is a financial services company seeking to recruit a Private Wealth Administrator.

Overall purpose of the role:

To undertake the day to day Trust and Company administration of a portfolio of companies and Trusts including timely performance of administration, book-keeping and accounts preparation and fee collection.

Key responsibilities will include:

• To manage and administer a portfolio of Trusts and Companies.
• Responsible for updating accounting records (book keeping) in a timely manner.
• Responsible for posting and reconciling statements, investment portfolios, rental statements, etc.
• Responsible for fee collection and chasing/collection of debtors.
• Preparation of annual accounts for trusts and companies.
• Preparation of receipts, payment statements and asset statements.
• Preparation of basic annual tax work for trusts and companies and liaison with tax advisors and/or our tax department.
• Liaison with beneficiaries, investment brokers, bankers, auditors, property advisers, agents, lawyers, etc.

The successful candidate will have:

• Relevant previous experience of working in a similar role.
• Candidates with good qualification grades who may have been working in a general administration role and would like to move into the Trust environment would also be considered.

For more information, please email: info@pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.

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Job expires in Endless.

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