Trust Administrator

Who we are Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients to optimise their personal and business wealth and to 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 in the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including: a competitive salaryflexible working and dress for your day policiesfull financial support and study leave for professional developmenttop-level health insurance for our peopleannual performance-based bonusese-bikes free for staff use and opportunities to take part in green initiativesregular sports and social events as well as opportunities to support local charities The role We’re looking for an enthusiastic Trust 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 into the database; and statutory records including minutes of directors and shareholders meetings, and trustee resolutionscompleting the day-to-day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statementsassisting with the opening and closing of entity bank accounts and assisting with the review of incoming funds into client bank accounts, and working towards becoming competent in liaison with bankers over remittance of money, deposit accounts, investment transactions and settlement instructionspreparing emails and routing through to senior team members in readiness for sending, taking telephone messages and carrying out call backspreparing routine investment review minutesdeveloping 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 along with gaining knowledge on the formation of legal entities and trustsupdating the timekeeping system in line with expectations and striving to meet utilisation targets No previous experience in a trust or financial services environment is required for this role.successful attainment of a minimum of 5 GCSEs, or equivalent, at grade 4 (or C) and above, to include English and Mathseffective and confident communication skills along with the ability to converse with a range of peopleability to organise work schedule over the short term, with support if neededability to work to specified standards and service levels and propose solutions to resolve straight forward daily problemsevidence a positive and committed approach to teamwork and understand the importance of working together to provide excellent client service