Trust Administrator
Job Ref: LF
28303
Our client, a well-established provider of financial and fiduciary services, is seeking a proactive and enthusiastic Trust Administrator to join their growing team.
Location
Guernsey,
Channel Islands
Responsibilities
Duties for this role include, but are not limited to:Handling bookkeeping and general administration for a portfolio of trusts and companies.
Preparing statutory documents such as minutes, agreements, and trust instruments as required.
Liaising with clients, intermediaries, and institutions to ensure seamless communication and service.
Managing the purchase and sale of investments and assets, including properties.
Processing payments, distributions, invoices, and investment transactions.
Maintaining accurate investment records and ensuring all investments are up to date.
Conducting client due diligence (CDD) and ensuring records are complete and current.
Preparing detailed client reports.