Description
Our client is a well-established provider of fiduciary and corporate services, supporting a diverse portfolio of private and corporate clients. The organisation is known for delivering high standards of service and governance, with a collaborative and professional working environment.
Role
This position sits within a client-facing team, supporting the administration of a defined portfolio of clients. The role involves working with a high degree of autonomy, while also supporting senior management with day-to-day client administration and assisting in the development of junior team members.
Key responsibilities
• Manage and administer a portfolio of clients in an efficient, accurate and timely manner
• Liaise with financial institutions regarding investment transactions and settlement instructions
• Assist with the formation of companies and establishment of new trust structures
• Support the Finance and Accounting team with payment processing and bookkeeping oversight
• Maintain statutory records and ensure client data is accurate and up to date
• Liaise with internal teams, clients, third parties and professional intermediaries
• Carry out periodic client reviews in line with regulatory requirements
• Act as a ‘B’ signatory where required
• Support, train and supervise junior members of the team
• Ensure compliance with internal policies, procedures and governance standards
• Maintain up-to-date technical knowledge and complete required CPD
Person specification
• A relevant professional qualification (for example STEP, ICSA, CAT) or working towards
• A minimum of 4 years’ relevant experience within fiduciary or trust administration
• Strong attention to detail and a professional approach
• Experience using document management systems and payment platforms
• Strong organisational skills with the ability to prioritise and manage multiple tasks
• Excellent communication skills and the ability to work effectively with stakeholders at all levels
• A proactive and self-motivated approach
What’s in it for you?
• Competitive salary and benefits package
• Opportunity to work within a professional and collaborative environment
• Ongoing training and support towards professional qualifications
• Exposure to a varied and interesting client portfolio
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 position sits within a client-facing team, supporting the administration of a defined portfolio of clients. The role involves working with a high degree of autonomy, while also supporting senior management with day-to-day client administration and assisting in the development of junior team members.
Key responsibilities
• Manage and administer a portfolio of clients in an efficient, accurate and timely manner
• Liaise with financial institutions regarding investment transactions and settlement instructions
• Assist with the formation of companies and establishment of new trust structures
• Support the Finance and Accounting team with payment processing and bookkeeping oversight
• Maintain statutory records and ensure client data is accurate and up to date
• Liaise with internal teams, clients, third parties and professional intermediaries
• Carry out periodic client reviews in line with regulatory requirements
• Act as a ‘B’ signatory where required
• Support, train and supervise junior members of the team
• Ensure compliance with internal policies, procedures and governance standards
• Maintain up-to-date technical knowledge and complete required CPD
Person specification
• A relevant professional qualification (for example STEP, ICSA, CAT) or working towards
• A minimum of 4 years’ relevant experience within fiduciary or trust administration
• Strong attention to detail and a professional approach
• Experience using document management systems and payment platforms
• Strong organisational skills with the ability to prioritise and manage multiple tasks
• Excellent communication skills and the ability to work effectively with stakeholders at all levels
• A proactive and self-motivated approach
What’s in it for you?
• Competitive salary and benefits package
• Opportunity to work within a professional and collaborative environment
• Ongoing training and support towards professional qualifications
• Exposure to a varied and interesting client portfolio
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.