Assistant Trust Administrator - Private WealthGuernsey April 16, 2021

Oak Trust Guernsey are looking to recruit an Assistant Trust Administrator . The job holder will assist the team with all aspects of client administration including; payments

Candidate Profile

  • 1-2 years experience in a Trust Administration role (preferable)
  • Studying, or open to studying a relevant qualification e.g. STEP
  • Good IT skills, including practical experience of Microsoft Outlook, Word and Excel
  • Good written and verbal communication skills
  • Ability to work accurately with good attention to detail
  • A flexible attitude towards work and a willingness to assist other team members as necessary
  • Demonstrate drive, ambition and a willingness to learn
  • Good time management, prioritisation and organisational skills

Key Responsibilities

  • Regular collection of outstanding fees from clients
  • Preparation of outgoing payments
  • Assisting in property transactions
  • Completing documentation to open bank accounts and broker accounts.
  • Completing documentation for investments
  • Checking book-keeping on a daily basis
  • Preparation of loan agreement & minutes
  • Preparation for, and organisation of, client meetings
  • General administration including but not limited to; Monitoring the diary and keeping it up to date, file organisation and maintenance

To apply, please send your CV and cover email to careers@oak.group