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Private Wealth Administrator, Guernsey


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2022-08-02 18:23:051970-01-01 Personnel Appointments
Job Type Permanent
Area Guernsey, United Kingdom Guernsey United Kingdom
Sector Trust and Company Trainee roles
Start Date ASAP
Job Ref XS210854
Job Views 59
Description
Our client is a wealth management company seeking to recruit a Private Wealth Administrator. This role would suit someone who is looking for an entry position or someone with prior relevant experience gained in regulated finance or professional services.

Overall purpose of the role:

Assist in the day to day Trust and Company administration of a portfolio of companies and Trusts in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.

Key responsibilities will include;

•To assist in the administration of a portfolio of Trusts and Companies
•Liaison with beneficiaries, bankers, auditors, property advisers, agents, lawyers, and their tax team
•To complete assigned tasks with accuracy, attention to detail and within set deadlines
•Providing support to other team members in respect of correspondence preparation and general administrative duties

The successful candidate will have:

•Sound educational background, i.e. A Level/Baccalaureate or equivalent. GCSE Grade in English and Mathematics
•Willingness to study towards a full professional qualification such as STEP, ICSA, or similar
•Solid IT technical skills.

For more information, please email: info@pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.






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