Senior Administrator

Role purpose:

Being a member of a dedicated and progressive team, providing comprehensive administration services to our international client base and their structures, whilst administering a complex client portfolio.

Core responsibilities:

• Understand and administer a complex client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships established in multiple jurisdictions for an international client base.
  ​Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors.
  Attend and participate in meetings with clients, intermediaries and advisors.
• The ability to work on one’s own or as part of a team.
• The ability to tackle an issue or problem through a solution using your own initiative.
• Strong written and verbal communication skills.
• Willing to be involved in projects which cover client portfolios and projects which involve the entire company.
• Provide day-to-day training and mentoring to Assistant Administrators and in doing so build up their confidence and knowledge of Trust and Corporate services.
• Aim to achieve the target utilisation for the chargeable time set for the respective role.
• Action diaries and action points related to entities in the client portfolio in a timely and efficient manner to avoid diaries and action points becoming overdue or breached, be proactive in looking ahead at future diaries becoming due.
• Undertake the billing and debt collection for your client portfolio.
• Undertake the initial review of Working Papers files for the annual Accounts / Financial Statements for your client portfolio.
• Understand the requirements involved in acquiring, maintaining, transferring and disposal of many varied asset classes held within your client portfolio in accordance with the Office Procedures Manual.
• Prepare written correspondence, Board / Trustee minutes and checklists, as necessary (or review such work is you are responsible for the training of an Assistant Administrator).
• Maintain your client’s files in an orderly manner, ensuring documents are filed correctly and in a timely manner (or review such work if you are responsible for the training of an Assistant Administrator).
• Provide general assistance to the Assistant Manager / Manager when required.
• Attention to detail and accuracy.
• Working knowledge of basic functions of Outlook, Word and Excel.

Technical / Professional / Qualification Requirements:

Qualification in or working towards:

• CGI/ STEP Diploma or equivalent completed; or
• Qualified Accountant (by qualification through the Professional body); or
• Functional Qualification relevant to function; and
• Evidence of Continuous Professional Development

Person Specification / Competencies:

Appropriate working knowledge of the operation and processes of the following areas:

• Guernsey Registry and Company Registries of other jurisdictions.
• Guernsey Beneficial Ownership Register and beneficial ownership requirements of other jurisdictions.
• FATCA / CRS including classification, reporting requirements and completion of associated documents.
• AML / CFT.
• CDD and ECDD requirements.
• Guernsey and UK tax filing requirements.
• UK property including Companies House Register of Overseas Entities.
• Trust Law.
• Company Law.