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Senior Trust & Company Administrator

12 Dec 2017
Personnel Appointments
Guernsey,Channel Islands,United Kingdom
Job type
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Our client is a fiduciary services company seeking to recruit a Trust & Company Administrator / Senior Trust & Company Administrator, Guernsey.

Overall role purpose:

Responsibilities will include a range of duties to support a small portfolio of Trusts and Companies, QNUPS and other retirement plans, reporting to the Trust Manager.

Key responsibilities will include:

• Processing client requests for information in a timely and accurate way;

• Checking and understanding investments made and proposed for client entities and ensuring all documentation is completed and followed up as necessary;

• Maintaining up to date accounting records, liaising with the finance department as necessary;

• preparing asset statements;

• Drafting minutes and resolutions and organising execution of documentation;

• Ensuring client files are well maintained in an orderly fashion;

• Maintaining a diary of actions made and planned for client entities ensuring a thorough and organised approach that takes account of compliance and due diligence responsibilities;

• Reviewing bank statements/monetary movements on client entities to ensure compliance with AML policies;

• Assisting with new business enquiries, collating documents and information for the

• company’s new business forum;

• Taking responsibility for own personal development, in line with agreed annual performance appraisal objectives;

• Other duties as may be required from time to time in accordance with the demands of the role and development of the services provided.

The successful candidate will have:

• At least 3 - 5 years’ experience in a Trust & Company role.

• Relevant professional qualification (ICSA/STEP) or studying towards one.

• Exposure to Pensions and Viewpoint would be beneficial.

• Thorough understanding of Compliance and KYC requirements.

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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