Client Services Administrator/Officer

A well-established, independent fiduciary and corporate services provider is seeking a Client Services Administrator/Officer to join its professional team in Guernsey.

This is a full-time, permanent opportunity within a collegiate, owner-managed business that provides high-quality services to high-net-worth and ultra-high-net-worth private clients across multiple jurisdictions.

Responsibilities include:

• Managing the day-to-day administration of trust and company structures, including maintaining client, entity and statutory records, preparing minutes and resolutions, drafting bank instructions and completing statutory returns.
• Responding to enquiries and information requests from clients, beneficiaries, settlors, intermediaries and professional advisers, ensuring a consistently responsive and professional service.
• Preparing client reports, maintaining financial records, supporting bookkeeping and invoicing, and attending client meetings alongside senior colleagues or independently, depending on experience.
• Ensuring all work meets relevant statutory, regulatory and best-practice requirements, while contributing to the wider team through knowledge sharing, procedural improvements and the development of client service initiatives.

You will have at least 2+ years’ experience within a professional or fiduciary services environment (4+ years and a relevant professional qualification for those at Officer level), have a good academic background, including GCSEs and A Levels or equivalent, together with the STEP Certificate. 

If you are organised, responsive and motivated to deliver work accurately and efficiently, while remaining open to learning please apply today with your latest CV or contact Marcel on 01481 714634 or email info@firstcall.co.gg.