Administrator

About the role

Saffery Trust, a director-led private client firm established in Guernsey in 1977, is looking for an Administrator to assist the team with general administration for a portfolio of clients. The role sits within a friendly, progressive team and covers client data, bookkeeping, bank account handling and routine administrative tasks.

Key responsibilities

• Assist with setting up and maintaining client information in the database and statutory records such as directors' and shareholders' meeting minutes and trustee resolutions
• Complete day-to-day bookkeeping for companies and trusts up to trial balance, including monthly reconciliations and downloading of statements
• Help open and close entity bank accounts, review incoming funds and build competence in liaising with bankers on remittances, deposit accounts, investment transactions and settlement instructions
• Prepare emails for routing to senior team members, take telephone messages and make call backs
• Prepare routine investment review minutes
• Learn the firm's policies and procedures, and develop an awareness of tax and the formation of legal entities and trusts
• Update the timekeeping system and work towards meeting utilisation targets

Required profile

• Minimum of 5 GCSEs (or equivalent) at grade 4 (C) or above, including English and Maths
• Effective, confident communication skills and the ability to talk to a range of people
• Ability to organise a short-term work schedule, with support if needed
• Positive, committed approach to teamwork and client service
• Compliance with the firm's Information Security Policy and associated procedures

What we offer

• A competitive salary and annual performance-based bonuses
• Flexible working and dress-for-your-day policies
• Full financial support and study leave for professional development
• Top-level health insurance
• E-bikes free for staff use and regular sports and social events