Private Clients, CLS - Senior Administrator



Private Clients, Senior Administrator
Location: Guernsey
Department: Private Clients, Corporate and Legal Solutions
Vacancy type: Permanent

The Position  

The Senior Administrator Private Clients will undertake the administration for 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.

Your Responsibilities

  • Action any compliance review points in a timely manner;  

  • Support a strong communication ethos amongst the team and Management;

  • Proactively keep an up-to-date awareness of current industry issues e.g. changes in legislation that may impact clients and raise these as appropriate.

  • Review Team procedures/processes and escalate any concerns or improvements as appropriate;

  • Ensure all administration tasks are followed through to completion in a timely manner, including task delegated to other members of the Team )i.e. payments);

  • Deputise for Assistant Manager, as requested to ensure all administration tasks are completed by the Team in an accurate and timely manner;

  • In liaison with the Assistant Manager/Manager, action any compliance review points in  a timely manner;

  • Liaise with the Assistant Manager/Manager, action any compliance review points in a timely manner;

  • Liaise with the Accounts team in respect of annual accounts and bookkeeping for trusts and companies, to ensure that accounting ledgers are maintained up to date and annual accounts are ready to meet agreed timelines;

  • Ensure that annual AEOI reporting is carried out with accuracy and in a timely manner;

  • Liaise with layers, accountants, tax advisors and banks on all matters relating to the management of a complex portfolio of private client cases;

  • Ensure fee collection and chasing and collection of debtors is completed in a timely manner;

  • Ensure that all client files are up to date and that Minutes and Meeting Notes have been drafted accurately with an appropriate level of detail; and

  • Take the lead in the administration of a portfolio of trusts and companies.

Experience, Skills and Qualifications required:    

• Able to demonstrate good organisational and time management skills whilst providing a first-class client service;

• Prior relevant experience gained in regulated finance or professional services;

• Either Fully or part qualified in STEP, ICSA, or similar, with willingness to study;

• Sound educational background i.e. A Level/Baccalaureate or equivalent with GCSE Grade in English and Mathematics;

• Drive development by using all learning and development resources available; and

• Demonstrate solid IT skills.

About Intertrust Group, a CSC Company

We are the premier global business, legal, and financial services company providing knowledge-based solutions to clients worldwide. We have locations and capabilities in more than 140 jurisdictions in the Americas, Europe, Asia-Pacific, and the Middle East, with more than 7,500 employees. We are the business behind business®.

What we offer you

Working with us means entering a dynamic, international, and growth-oriented company. Diverse teams give us a competitive advantage and drive innovation. We’re committed to attracting, developing, and retaining talented people who create an environment where everyone is valued and respected. Intertrust Group, a CSC company, is an equal opportunity employer.

  • Intertrust Group is a great place to work with smart and dedicated people.

  • We offer challenging work and career opportunities. Many positions are filled with internal moves and employee referrals.

Apply now

Interested? We’d love to hear from you! Please click “Apply for this role” to submit your CV and optional cover letter. For more information about this position, please contact Maureen McLellan via

Intertrust Group provides equal employment opportunities to all employees and applicants without regard to race, colour, religion, sexual orientation, marital/parental status, national origin, age, disability, political opinion, social status, veteran status, and genetics. Intertrust Group complies with all applicable laws governing nondiscrimination in employment.

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