Private Wealth Administrator
The Administrator Private Wealth will 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.
The Key Responsibilities for the role are noted below and you will also be expected to undertake any such duties that are deemed a reasonable requirement of your role. In addition, you will be required to participate in business and social events organised for staff.
To assist in the administration of a portfolio of trusts and companies;
Liaison with beneficiaries, bankers, auditors, property advisers, agents, lawyers, and our 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;
In support of other team members, be responsible for fee collection and chasing/collection of debtors;
May liaise with the Accounts Team in respect of annual accounts for trusts and companies, as requested;
Action any compliance review points in a timely manner;
Support a strong communication ethos amongst the team and Management;
Drive development by using all learning and development resources available (ELLA);
Experience, Skills and Qualifications required:
Either entry position or some prior relevant experience gained in regulated finance or professional services;
Sound educational background, i.e. A Level/Baccalaureate or equivalent. GCSE Grade in English and Mathematics;
Willingness to study toward a full professional qualification such as STEP, ICSA, or similar;
Solid IT technical skills.
About Intertrust Group
Intertrust Group is a global leader in providing tech-enabled corporate and fund solutions to clients operating and investing in the international business environment. We have over 4,000 employees across 30 jurisdictions in Europe, the Americas, Asia Pacific and the Middle-East. Together as a team we deliver high-quality, tailored fund, corporate, capital market and private wealth services to our clients, with a view to building long-term relationships.
What we offer you
Working at Intertrust means entering a dynamic, international and growth-oriented company. We provide you with outstanding opportunities for your professional and personal development through our local and global Intertrust Academies. Our International Mobility program enables talented employees to gain working experience abroad. We offer a competitive salary and benefits, commensurate with your qualifications and experience.
Interested? We’d love to hear from you! Please apply directly via our career page with your CV and optional Cover Letter. For more information about this position, please contact Maureen via Maureen.email@example.comApply for this role