Senior Administrator, Private Clients

Location: Guernsey

Schedule: Monday to Friday, 36.25 hours per week

Work Arrangement: Hybrid / On-site

The Senior Administrator, Private Clients will lead the day-to-day administration of a portfolio of Guernsey trusts and companies, delivering high-quality fiduciary services and an excellent client experience. You’ll ensure work is completed in line with client service agreements and applicable Guernsey regulatory requirements (including AML/CFT and relevant reporting obligations). This role partners closely with internal stakeholders and external advisers to progress transactions, maintain accurate records, and meet statutory deadlines.

• Lead the administration of a portfolio of private client trust and company structures, ensuring accurate execution of client instructions
• Maintain complete, orderly, and up-to-date client records, including drafting minutes and meeting notes to an appropriate standard
• Coordinate with lawyers, accountants, tax advisers, and banks to support the ongoing management of complex private client matters
• Oversee cash management and payment processing, ensuring tasks are completed accurately and on time (including work delegated within the team)
• Partner with the Accounts team to support bookkeeping and annual accounts preparation, ensuring agreed timelines are met
• Monitor and support timely fee collection, including proactive follow‑up of outstanding debtors in line with internal processes
• Action compliance and file review points promptly in collaboration with the Assistant Manager/Manager and relevant control functions
• Ensure timely completion of annual tax filings, AEOI reporting (e.g., CRS/FATCA where applicable), and other legislative/regulatory deadlines
• Stay current on Guernsey fiduciary and private client industry developments, escalating risks, issues, and process improvement opportunities
• Deputise for the Assistant Manager as requested to support team delivery and consistent service standards

• Relevant experience in a regulated fiduciary, financial services, or professional services environment (private clients/trust and company administration)
• Strong organisation and time‑management skills, with the ability to manage competing deadlines and deliver a high standard of client service
• Working knowledge of Guernsey regulatory expectations for fiduciary services, including AML/CFT and governance requirements
• Clear written communication skills, including drafting minutes and maintaining well‑documented client files
• Proficient IT skills, with confidence using core business systems and Microsoft Office applications
• A solid educational background (A Levels/Baccalaureate or equivalent), including GCSEs (or equivalent) in English and Mathematics

• STEP, ICSA/CGI, or similar qualification (fully or part‑qualified), or a demonstrated willingness to study toward a relevant professional qualification
• Experience supporting AEOI reporting (CRS/FATCA) and coordinating tax filing requirements for trust and company structures
• Experience liaising with banks on account operations, KYC refreshes, and payment‑related queries
• Familiarity with Guernsey fiduciary best practice and GFSC‑regulated environments

• Senior Administrator, Private Clients
• Assistant Manager, Private Clients
• Manager, Private Clients
• Senior Manager, Client Director, Director (or cross‑functional pathway into Compliance, Risk, Operations, or Client Relationship Management)

Disclaimer:
The information above describes the general nature and level of work performed by employees in this role. It is not intended to describe all duties, responsibilities, and qualifications.