Trainee Trust Administrator
Job Ref: LF
28515
Our client is a well-established and highly regarded independent trust company seeking a trainee to join their dedicated trust and corporate services team. This role offers an excellent opportunity to support high-net-worth individuals and their families while developing a rewarding career in a collaborative and professional environment.
Location
Guernsey,
Channel Islands
Responsibilities
Duties for this role include, but are not limited to:Assisting with the setup and maintenance of statutory records, including minutes of directors' and shareholders' meetings and trustee resolutions.
Undertaking bookkeeping for companies and trusts up to trial balance.
Liaising with bankers regarding remittance of funds, deposit accounts, and investment transactions.
Opening trust and company bank accounts and managing related documentation.
Coordinating with brokers on investment transactions and settlement instructions.
Developing knowledge of company formations and trust structures through training.
Managing client correspondence via telephone and written communication.
Ensuring all documentation for client reviews is provided in a timely manner.
Maintaining accurate records and ensuring compliance with timekeeping systems.