Private Wealth Administrator, Guernsey
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|Area||Guernsey, United Kingdom|
|Sector||Trust and Company|
- Our client is a financial services company seeking to recruit a Private Wealth Administrator.
Overall purpose of the role:
To undertake the day to day Trust and Company administration of a portfolio of companies and Trusts including timely performance of administration, book-keeping and accounts preparation and fee collection.
Key responsibilities will include:
•To manage and administer a portfolio of Trusts and Companies.
•Responsible for updating accounting records (book keeping) in a timely manner.
•Responsible for posting and reconciling statements, investment portfolios, rental statements, etc.
•Responsible for fee collection and chasing/collection of debtors.
•Preparation of annual accounts for trusts and companies.
•Preparation of receipts, payment statements and asset statements.
•Preparation of basic annual tax work for trusts and companies and liaison with tax advisors and/or our tax department.
•Liaison with beneficiaries, investment brokers, bankers, auditors, property advisers, agents, lawyers, etc.
The successful candidate will have:
•Relevant previous experience of working in a similar role.
•Candidates with good qualification grades who may have been working in a general administration role and would like to move into the Trust environment would also be considered.
For more information, please email: info@
pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.