Fiduciary & CSP Administrator

We have a great opportunity for a Fiduciary and CSP Administrator to join a leading provider of trust management services in Guernsey.

The main focus of this role is managing the day-to-day operations of a portfolio of trust and company clients.

Some of the key duties of this role include:

• Meeting with clients when they are first accepted and when they subsequently visit the office or require meetings;
• Responding to queries and information requests received from underlying clients, beneficiaries and settlors;
• Liaising with intermediaries and advisors;
• Preparing trust and corporate set up documents including memorandum and articles, settlement instruments and letters of wishes;
• Preparing on-going minutes, corporate authorities, shareholder resolutions and statutory returns;
• Maintaining and updating statutory records (both electronic and paper-based);
• Bookkeeping transactions and maintaining financial records;
• Invoicing client entities.

More information about this role is available upon request – Contact the team today for further details.