20 Jul 2016

Trust Administrator Guernsey

Personnel AppointmentsAnywhere

Job Description

Our client is a fiduciary services company seeking to recruit a Trust Administrator. Role: Responsible for the administration of Trust and Company structures in accordance with the terms of the legal documents, the law and the Company’s policies and procedures. Key responsibilities will include: • Responsibility primarily for the day to day administration of a variety of trust and company structures including preparation of account reconciliations, payments (using Bank ‘live’ payments systems) and invoicing in addition to liaison with bankers and intermediaries. • Responsible for new client set-up and collation of relevant CDD together with periodic reviews for managed entities. • Liaison with Line Manager in preparing correspondence for individual clients, intermediaries, other professional advisers or organisations, as relevant to the timely administration of the trust and/or company. • General administration including the maintenance of accurate database and file records, completion of minutes of the Trustees where necessary and reconciliation of investment accounts. • Ad hoc duties as required, to support the relevant Manager/Director and other team members. The successful candidate will have: • 2 to 3 years’ experience in a Fiduciary/Financial Services environment. • A relevant professional qualification i.e. ICSA or STEP Diploma is desirable or significant progress towards obtaining same. • Technical Trust and Company knowledge and understanding of Trust and Company accounting methods and financial statements. • Proficient with Excel, Word and Outlook. A working knowledge of ‘Acumen’ database is desirable but training will be provided if necessary. 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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http://www.pa4jobs.com/jobs/Trust-Administrator-Guernsey/637781

Job expires in Endless.

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