Senior Associate - Private Clients (12-month Maternity Cover)

Added
2 hours ago
Type
Contract
Salary
Salary not provided

Related skills

billing microsoft office viewpoint regulatory compliance trust administration
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๐Ÿ“‹ Description

  • Administer trusts and corporate structures for HNW clients.
  • Prepare attendance notes; file retention and sharing.
  • Prepare minutes and meeting documents for board decisions.
  • Assist with billing; review summaries; draft invoices; ensure timely payments.
  • Maintain database records incl. statutory registers; update changes.
  • Assist with establishment of new structures and client acceptance.

๐ŸŽฏ Requirements

  • Educated to A level or degree; STEP Diploma advantageous.
  • 5+ years in Trust/Company Administration or financial services.
  • Knowledge of Trust Administration, Guernsey Company Law and tax implications.
  • Knowledge of Guernsey regulatory environment; Viewpoint is a plus.
  • Proficient in Microsoft Office applications.
  • Excellent interpersonal, adaptable, and organized.
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