We are looking for a Fiduciary Administrator to assist in the administration of trust and corporate structures and to complete all assigned tasks and processes, operating within established controls, guidelines and procedures. You will also provide support to members of the team by carrying out general administration tasks.
Key Responsibilities:
- Processing client transactions as requested by members of the team.
- Maintenance of client records including updating database, filing and scanning.
- Preparation of statutory filings on the Guernsey Registry and other relevant Company Registries.
- Collection and maintenance of Customer Due Diligence.
- Assist with the opening of client bank accounts.
- Inputting of bank payments to on-line platforms.
- Preparation and recording of outgoing mail and couriers.
- Ensure work is conducted in adherence to internal and regulatory practices and procedures.
- Prepare written correspondence for client for approval by Line Manager.
- Draft board minutes and resolutions for approval by Line Manager.
- Manage and record own time effectively and accurately.
- Other ad-hoc tasks as and when required.
- Ensure that timesheets are completed on a daily basis, with quality information provided.
Key Performance Indicators (KPI’s):
- Time recorded electronically on a weekly basis.
- Utilisation target of 85%.
- Clear review points within 30 days of being raised.
Skills and Experience
- Excellent computer skills including proficiency in Excel, Word, and Outlook.
- Strong communication, analytical skills and attention to detail.
- Work well under pressure, independently, effectively prioritise, manage time & workload to meet clients’ needs.
- Proactive, motivated, team player with a flexible attitude to complete additional tasks.
Behaviours and Competencies
Operational Excellence:
- Demonstrates the ability to make decisions based on insight and knowledge.
- Accountable for ensuring high standards of delivery to clients.
- Actively engages with customer to understand needs and will place a high priority on client service and satisfaction.
- Prioritises client issues and addresses them accordingly.
- Will keep up to date with business trends/ changes in law that will impact their role.
Client Excellence:
- Proactive in identifying opportunities and seeking solutions.
- Manages expectations so clients always feel valued.
- Takes responsibility for delivering superior products and services.
- Implements improvements to client service.
Commercial Awareness:
- Understands relevant local regulatory requirements