The Client Relationship Administrator plays a vital role in supporting Client Relationship Executives in the effective management of a portfolio of Life and Disability clients, ensuring exceptional client service. This position entails close collaboration with both the local and cross-jurisdictional teams to guarantee that clients receive the highest level of service. This role requires a proactive approach to handle client queries and develop a comprehensive understanding of products, market knowledge, and client requirements, leading to the ability to manage a portfolio independently. The administrator will undertake tasks such as drafting client-specific documentation, vetting renewal data, reviewing process changes, and preparing Welcome Packs for new clients. The focus will also be on active management of new business requests, adhering to operational procedures, and fostering strong relationships with internal and external stakeholders. Candidates should be prepared to meet service level agreements, ensure high-quality communications, and contribute to team objectives in a fast-paced environment. Click here to read more

This role involves playing a key part in the production and delivery of the monthly management accounts for Crew Services and associated businesses. The successful candidate will be a key relationship owner, working closely with Directors and the HR and Payroll team, demonstrating strong cross-team collaboration. Responsibilities include the production and analysis of the balance sheet, ensuring key monthly reconciliations are maintained and submitted to the Guernsey Regulator. The individual will also prepare regular reports for the Board and work collaboratively with Central Finance regarding consolidated accounts and dividend recommendations. Day-to-day management of a small team will be required, supported by the Head of Finance, along with authorising payments via bank transfer. The role includes preparing and presenting invoices, reviewing budgets and forecasts, and providing monthly analysis on financial performance related to operations and capital expenditure. Additionally, this position will contribute to system development, implement company policies, and adhere to best accounting practices. Click here to read more

This role offers an opportunity for a Temporary CDD Analyst to join a well-established firm for a period of six months. The CDD Analyst will play a crucial part in supporting the Operational Risk and Compliance Team as well as the Onboarding Team. The successful candidate will be expected to provide an exceptional level of proactive and technically informed service to internal stakeholders, ensuring that CDD requirements for a variety of clients, including trusts, companies, foundations, and partnerships, comply with the regulatory framework. The ideal candidate will have frontline compliance experience in the fiduciary sector, possess strong analytical skills, and demonstrate an enquiring mind with an initiative to address CDD matters. Responsibilities will also involve evaluating documentation, identifying deficiencies, and implementing risk-based CDD measures. Click here to read more

This part-time role, requiring 16 to 20 hours per week, focuses on providing essential support to the Finance team by assisting with core financial processes. The Accounts Assistant will report directly to the Finance Director and will play a vital role in ensuring the accuracy and timeliness of financial information. Key responsibilities include administering payroll, managing accounts payable and receivable, performing bank reconciliations, and maintaining financial records. The successful candidate will also assist with month-end processes and contribute to effective financial controls within the department. This position demands strong organisational skills, attention to detail, and the ability to manage multiple tasks efficiently. The Accounts Assistant will be essential in linking clients, suppliers, and financial objectives while ensuring compliance with statutory requirements. Click here to read more

This Trainee Programme has been designed to cultivate the next generation of consultants, potentially leading to careers in Trust & Company administration, compliance, risk & assurance, governance, technology solutions, or IT. The programme spans three years, encompassing structured development and on-the-job training that equips trainees with necessary skills for successful careers. Trainees will benefit from a tailored personal development plan, mentorship, and the chance to shadow both board members and management, providing a well-rounded foundation. Participants will receive support towards the completion of a relevant professional qualification and will have access to courses and seminars aimed at enhancing wider business knowledge. Furthermore, there are opportunities to participate in secondments within fiduciary and fund client companies or across various business lines. Each trainee will also receive the support of senior colleagues and a workplace buddy throughout their journey. Click here to read more

This role involves providing comprehensive administrative support within a dynamic environment, focusing on a diverse portfolio that includes Ultra High Net Worth Individuals, Family Offices, and Charities. The position requires collaboration with an experienced team member, allowing for tailored solutions across various Trusts, Companies, Foundations, and Asset Holding Structures. The successful candidate will work flexibly without rigid divisions based on client type or geography, presenting an exceptional opportunity to manage a varied workload while gaining extensive insight into the Private Wealth sector. Responsibilities will involve the formation and administration of portfolios, liaising with clients and third parties, managing bank payments, and ensuring compliance with relevant regulations. Candidates will have the chance to engage in rigorous process analysis and contribute to improvements that enhance client experience. This is a full-time role that promises professional growth in a supportive environment. Click here to read more

The role of temporary Trust Administrator encompasses responsibilities related to trust management and administration. Candidates should possess several years of experience in the trust sector for this contract position. The position will require flexibility and adaptability as it involves working with a sanctioned client, which may not appeal to all candidates. The successful individual will be expected to demonstrate a thorough understanding of trust operations and compliance. This role offers a unique opportunity for those seeking to broaden their skills in trust administration while navigating challenges within a highly regulated environment. The position is full-time, and candidates should be prepared to engage actively in all facets of trust management. Click here to read more

The role of Trust Administrator involves working with a sanctioned client, which may present unique challenges not suited to every professional. The ideal candidate will have a few years' experience in trust administration, showcasing their capability in handling trust-related responsibilities. The Trust Administrator will be expected to manage various tasks related to the administration of trusts, providing support and ensuring compliance with relevant regulations. The role requires a detail-oriented individual who can thrive in a potentially demanding environment. A proactive approach and the ability to work independently are essential for this position. Click here to read more