Trust Administrator​/Senior Administrator

Trust Administrator / Senior Administrator

Department: Trust

Employment Type: Permanent

Location: Guernsey

Reporting To: Assistant Trust Manager

Who we are:

Saffery Trust is a director‑led firm of individually expert, collectively exceptional people. We help clients optimise their personal and business wealth and create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long‑term.

Established in Guernsey in 1977, we are one of the largest independent private client firms on the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including:

• a competitive salary
• flexible working and dress‑for‑your‑day policies
• full financial support and study leave for professional development
• top‑level health insurance for our people
• annual performance‑based bonuses
• e‑bikes free for staff use and opportunities to take part in green initiatives
• regular sports and social events as well as opportunities to support local charities

We’re looking for an enthusiastic Trust Administrator / Senior Administrator who demonstrates our core values and wants to build a rewarding career delivering client service excellence. This role is a permanent contract, working within a trust and corporate services team to support high‑net‑worth individuals and their families.

You’ll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including:

• Assisting with the set up and maintenance of client information in the database; and statutory records including minutes of directors and shareholders meetings, and trustee resolutions.
• Completing the day‑to‑day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements.
• Assisting with the opening and closing of entity bank accounts and reviewing incoming funds into client bank accounts, working towards becoming competent in liaising with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions.
• Preparing emails and routing through to senior team members in readiness for sending, taking telephone messages and carrying out call backs.
• Preparing routine investment review minutes.
• Developing an understanding of the firm’s policies and procedures and how they impact day‑to‑day work.
• Developing an awareness of tax and taking note of warning messages while gaining knowledge on the formation of legal entities and trusts.
• Updating the time‑keeping system in line with expectations and striving to meet utilisation targets.

• Setting up and maintaining the client information database and statutory records including minutes of directors and shareholders meetings, and trustee resolutions.
• Completing the day‑to‑day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements.
• Assisting team members with the opening and closing of entity bank accounts and reviewing incoming funds to client bank accounts, noting any inconsistencies; liaising with bankers over remittance of money, deposit accounts and investment transactions and settlement instructions.
• Liaising with intermediaries as directed by senior team members, including proactively making phone calls, attending intermediary meetings, preparing meeting notes where appropriate, and discussing technical matters with senior team members to gain understanding.
• Preparing routine investment review minutes and liaising with investment advisors and brokers, as required.
• Working towards competency in the formation of legal entities and trusts and developing knowledge of registry requirements in common jurisdictions.
• Acting in line with the firm’s policies and procedures and demonstrating a good understanding of how they impact day‑to‑day work.
• Gaining and developing an awareness of tax, taking note of warning messages.
• Completing the time‑keeping system and meeting utilisation targets.

• Successful attainment of a minimum of 5 GCSEs (or equivalent) at grade 4 (or
  
  C) and above, including…