Description
This is an exciting opportunity to join a well-established fiduciary services provider, supporting the day-to-day administration of a diverse portfolio of trust and company clients. The role offers exposure to complex structures, client interaction, and the opportunity to support and mentor junior team members within a collaborative professional environment.
Duties for this role include, but are not limited to:
• Managing the day-to-day administration of a defined portfolio of trust and company structures, ensuring a consistently high level of client service.
• Maintaining accurate statutory records and client database information, identifying inconsistencies and potential changes for review.
• Ensuring bookkeeping records are accurate and supporting the preparation and review of client accounts.
• Opening and closing client bank accounts and overseeing cash movements in line with internal policies and investment guidelines.
• Monitoring client bank account balances and taking appropriate action to avoid overdrawn or excess cash positions.
• Liaising with managers to ensure client instructions and statutory obligations are met.
• Attending client meetings as required and preparing relevant documentation.
• Reviewing investment assets and reporting, liaising with investment advisers and maintaining investment policy statements where required.
• Reviewing work prepared by junior team members and providing guidance, clarification, and technical support.
• Demonstrating a strong understanding of internal policies, procedures, commercial considerations, and risk management.
• Ensuring appropriate tax advice is obtained and reviewed for transactions and shared with relevant internal teams.
• Meeting financial targets and maintaining accurate time recording, assisting junior staff with timekeeping where required.
• Supporting the coaching, development, and performance monitoring of less experienced team members.
• Acting as an authorised signatory in line with internal authorisation levels.
The Ideal Candidate
The ideal candidate will have strong technical experience within trust and company administration, supported by a sound understanding of regulatory, tax, and corporate governance requirements. They will possess excellent communication skills, high attention to detail, and the ability to manage competing priorities while working to deadlines. A relevant professional qualification, or working towards one, is desirable, alongside a proactive approach to mentoring and supporting junior colleagues.
This role would suit an experienced trust professional seeking to further develop their technical expertise while contributing to a high-performing and client-focused team.
How to Apply
For further details, please contact:
Blink Recruitment
E-mail: admin@blinkrecruitment.gg
Tel: 01481 723221
Fax: 01481 714996
Website: www.blinkrecruitment.gg
Duties for this role include, but are not limited to:
• Managing the day-to-day administration of a defined portfolio of trust and company structures, ensuring a consistently high level of client service.
• Maintaining accurate statutory records and client database information, identifying inconsistencies and potential changes for review.
• Ensuring bookkeeping records are accurate and supporting the preparation and review of client accounts.
• Opening and closing client bank accounts and overseeing cash movements in line with internal policies and investment guidelines.
• Monitoring client bank account balances and taking appropriate action to avoid overdrawn or excess cash positions.
• Liaising with managers to ensure client instructions and statutory obligations are met.
• Attending client meetings as required and preparing relevant documentation.
• Reviewing investment assets and reporting, liaising with investment advisers and maintaining investment policy statements where required.
• Reviewing work prepared by junior team members and providing guidance, clarification, and technical support.
• Demonstrating a strong understanding of internal policies, procedures, commercial considerations, and risk management.
• Ensuring appropriate tax advice is obtained and reviewed for transactions and shared with relevant internal teams.
• Meeting financial targets and maintaining accurate time recording, assisting junior staff with timekeeping where required.
• Supporting the coaching, development, and performance monitoring of less experienced team members.
• Acting as an authorised signatory in line with internal authorisation levels.
The Ideal Candidate
The ideal candidate will have strong technical experience within trust and company administration, supported by a sound understanding of regulatory, tax, and corporate governance requirements. They will possess excellent communication skills, high attention to detail, and the ability to manage competing priorities while working to deadlines. A relevant professional qualification, or working towards one, is desirable, alongside a proactive approach to mentoring and supporting junior colleagues.
This role would suit an experienced trust professional seeking to further develop their technical expertise while contributing to a high-performing and client-focused team.
How to Apply
For further details, please contact:
Blink Recruitment
E-mail: admin@blinkrecruitment.gg
Tel: 01481 723221
Fax: 01481 714996
Website: www.blinkrecruitment.gg