Description
Our client is a director-led private client trust firm established in Guernsey, offering specialist trust and private wealth services and a growing focus on digital assets.
Role
This is a permanent role within the digital assets team. The role-holder will provide day-to-day administration and excellent client service to a defined portfolio, dealing confidently with complex client and internal matters and supporting the manager with team responsibilities as required.
Key responsibilities
• Assist the manager with reviews of beneficial owner filings and statutory document updates, noting jurisdictional differences.
• Ensure accounts are reviewed and approved within internal and external timeframes; liaise with the accounting team.
• Monitor team banking relationships, review bank account opening documentation, mandates and access arrangements.
• Anticipate clients’ future needs; manage and review team correspondence and organise client/intermediary meetings.
• Support the completion of investment policy statements and liaise with the Investment Review Committee as required.
• Ensure compliance with corporate governance requirements for legal entities and trusts and that all required filings are met.
• Assist the manager to ensure policies and procedures are followed, enhance the work review process and identify training needs.
• Liaise with the tax team on tax implications for client groups and ensure advice is shared with the team.
• Review timesheets, utilisation and team financial targets; monitor projects and proactively chase debtors.
• Assist with preparation of information for quarterly board meetings and assume authorised signatory responsibilities where appropriate.
Person specification
• Sound technical knowledge of the trust arena, with an understanding of tax, registry requirements and corporate governance.
• Successful attainment of STEP or CGI (or equivalent) and meeting CPD requirements.
• Very good written and verbal communication skills and the ability to develop and maintain effective internal and external relationships.
• High attention to detail and accuracy in producing and reviewing documentation of moderate complexity.
• Demonstrated critical analysis skills and the ability to identify appropriate commercial solutions.
• Ability to work to deadlines and project plans with minimal direction.
• Management skills that demonstrate the ability to inspire and develop others, together with integrity, discretion and tact.
What’s in it for you?
Competitive salary, flexible working and dress-for-the-day policies, full financial support and study leave for professional development, top-level health insurance, annual performance-based bonuses, e-bikes for staff use and opportunities to take part in green initiatives, and regular sports and social events with opportunities to support local charities.
How to apply / more information
For more information or to apply, please email your CV to: admin@blinkrecruitment.gg. Please visit www.blinkrecruitment.gg for our latest vacancies.
Role
This is a permanent role within the digital assets team. The role-holder will provide day-to-day administration and excellent client service to a defined portfolio, dealing confidently with complex client and internal matters and supporting the manager with team responsibilities as required.
Key responsibilities
• Assist the manager with reviews of beneficial owner filings and statutory document updates, noting jurisdictional differences.
• Ensure accounts are reviewed and approved within internal and external timeframes; liaise with the accounting team.
• Monitor team banking relationships, review bank account opening documentation, mandates and access arrangements.
• Anticipate clients’ future needs; manage and review team correspondence and organise client/intermediary meetings.
• Support the completion of investment policy statements and liaise with the Investment Review Committee as required.
• Ensure compliance with corporate governance requirements for legal entities and trusts and that all required filings are met.
• Assist the manager to ensure policies and procedures are followed, enhance the work review process and identify training needs.
• Liaise with the tax team on tax implications for client groups and ensure advice is shared with the team.
• Review timesheets, utilisation and team financial targets; monitor projects and proactively chase debtors.
• Assist with preparation of information for quarterly board meetings and assume authorised signatory responsibilities where appropriate.
Person specification
• Sound technical knowledge of the trust arena, with an understanding of tax, registry requirements and corporate governance.
• Successful attainment of STEP or CGI (or equivalent) and meeting CPD requirements.
• Very good written and verbal communication skills and the ability to develop and maintain effective internal and external relationships.
• High attention to detail and accuracy in producing and reviewing documentation of moderate complexity.
• Demonstrated critical analysis skills and the ability to identify appropriate commercial solutions.
• Ability to work to deadlines and project plans with minimal direction.
• Management skills that demonstrate the ability to inspire and develop others, together with integrity, discretion and tact.
What’s in it for you?
Competitive salary, flexible working and dress-for-the-day policies, full financial support and study leave for professional development, top-level health insurance, annual performance-based bonuses, e-bikes for staff use and opportunities to take part in green initiatives, and regular sports and social events with opportunities to support local charities.
How to apply / more information
For more information or to apply, please email your CV to: admin@blinkrecruitment.gg. Please visit www.blinkrecruitment.gg for our latest vacancies.