The Role
Support family office trust administration: maintain client records and statutory minutes, perform bookkeeping to trial balance, monthly reconciliations, manage bank account openings/closures, liaise with bankers, advisors and intermediaries, prepare routine investment minutes, follow firm policies, complete timekeeping and meet utilisation targets while developing trust, tax and entity-formation knowledge.
Summary Generated by Built In
Who we are
Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients to optimise their personal and business wealth and to create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long-term.
Saffery Trust is a director-led firm of individually expert, collectively exceptional people. We help clients to optimise their personal and business wealth and to create lasting legacies. We have the freedom and agility to act in the moment, and the wisdom and experience to plan for the long-term.
Established in Guernsey in 1977, we are one of the largest independent private client firms in the island. As an accredited STEP Platinum Employer Partner, we offer great benefits, including:
- a competitive salary
- flexible working and dress for your day policies
- full financial support and study leave for professional development
- top-level health insurance for our people
- annual performance-based bonuses
- e-bikes free for staff use and opportunities to take part in green initiatives
- regular sports and social events as well as opportunities to support local charities
The role
We are looking for an enthusiastic and highly organised trust professional who is looking to work in a varied and challenging role within our Family Office Team. This role requires a client-centric approach where you will need to be solution driven and focussed on providing an excellent service to our Ultra-High-Net-Worth clients.
If you are from a bookkeeping or accounting background with exposure to the Trust sector, this would be highly desirable.
The responsibilities
You’ll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including:
Trust Administrator
Trust Administrator
- assisting with the set up and maintenance of client information into the database; and statutory records including minutes of directors and shareholders meetings, and trustee resolutions
- completing the day-to-day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements
- assisting with the opening and closing of entity bank accounts and assisting with review of incoming funds into client bank accounts, and working towards becoming competent in liaison with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions
- preparing emails and route through to senior team members in readiness for sending, taking telephone messages and carrying out call backs
- preparing routine investment review minutes
- developing an understanding of the firm’s policies and procedures and how they impact day-to-day work
- developing an awareness of tax and take note of warning messages along with gaining knowledge on the formation of legal entities and trusts
- updating the timekeeping system in line with expectations and striving to meet utilisation targets
Senior Administrator
- setting up and maintaining the client information database and statutory records including minutes of directors and shareholders meetings, and trustee resolutions
- completing the day-to-day bookkeeping for companies and trusts up to trial balance including monthly reconciliations and downloading of statements
- assisting team members with the opening and closing of entity bank accounts and assisting with the review of incoming funds to client bank accounts, noting any inconsistencies.
- liaising with bankers over remittance of money deposit accounts and investment transactions and settlement instructions
- liaising with intermediaries as directed by senior team members, including proactively making phone calls. Attending intermediary meetings and prepare meeting notes where appropriate. Discussing technical matters with senior team members to gain understanding
- preparing routine investment review minutes and liaising with investment advisors and brokers, as required
- working towards competency in the formation of legal entities and trusts and developing knowledge of registry requirements in common jurisdictions
- acting in line with the firm’s policies and procedures and demonstrating good understanding of how they impact day to day working
- gaining and developing an awareness of tax, taking note of warning messages
- completing the timekeeping system and meeting utilisation targets
You
Administrator
- successful attainment of a minimum of 5 GCSEs, or equivalent, at grade 4 (or C) and above, to include English and Maths
- effective and confident communication skills along with the ability to converse with a range of people
- ability to organise work schedule over the short term, with support if needed
- ability to work to specified standards and service levels and propose solutions to resolve straight forward daily problems
- evidence a positive and committed approach to teamwork and understand the importance of working together to provide excellent client service
Senior Administrator
- a sound understanding of tasks covering a range of activities using multiple methods, techniques and processes
- may have attained or be working towards STEP or CGI, or equivalent, along with meeting your CPD requirements
- effective communication skills and the ability to converse with a range of people, adapting style with ease to suit the audience and situation
- ability to identify and resolve non-complex issues, with support and direction
- ability to prioritise and complete tasks to achieve deadlines, with support and direction
- ability to work to specified standards and service levels and propose solutions to resolve straight forward daily problems
- evidence a positive and committed approach to teamwork and understand the importance of working together to provide excellent client service
About
We are a director-led firm of individually expert, collectively exceptional people with a number of international offices. We continually seek to evolve and enhance our service offering, positioning ourselves as one of the leading trust companies. Excellence is at the core of everything that we do. We recognise that our people are our most valuable assets, and we pride ourselves on fostering an environment where everyone is seen, heard, and respected. We are committed to the personal and professional development of our people, and we support and promote good mental, physical, social, and financial well-being, with year-round initiatives and opportunities.Equality, Diversity & InclusionWe appreciate and respect diversity and actively seek opportunities to draw from a broad range of views and experience. Equality, diversity, and inclusion are part of our culture and represent an ongoing commitment to ensuring we deliver excellence for our people and that everyone belongs. We are united by our core values of excellence, integrity, enthusiasm, and collegiality, and our people are never just a number, we are a team - Saffery Trust is where Potential meets Personal.Ready to find out how far you could go with Saffery Trust? For more information, get in touch with our friendly People & Culture team at [email protected].
Skills Required
- Minimum of 5 GCSEs (or equivalent) at grade 4 (C) or above, including English and Maths
- Effective and confident communication skills, able to converse with a range of people
- Ability to prioritise and complete tasks to achieve deadlines and organise short-term work with support
- Ability to work to specified standards and service levels and propose solutions to resolve straightforward daily problems
- Positive and committed approach to teamwork and delivering excellent client service
- Experience completing day-to-day bookkeeping for companies and trusts up to trial balance, including monthly reconciliations and statement downloads
- Ability to assist with opening/closing entity bank accounts and review incoming client funds, liaising with bankers as required
- Experience or willingness to use client information databases and maintain statutory records (minutes, trustee resolutions)
- Completion of timekeeping system and meeting utilisation targets
- May have attained or be working towards STEP or CGI (or equivalent) and meeting CPD requirements
- Bookkeeping or accounting background with exposure to the trust sector
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
A partner-led and people-focused top 20 accountancy firm. We are Saffery. Proud of our history, focused on your future. Overview At Saffery, we’re more than just chartered accountants and tax and business advisers. We’re a partner-led and people-focused firm, committed to our clients and honouring our heritage – it’s the core of who we are. Since 1855, we’ve built long-term relationships with our diverse, high-profile clients, across varied and specialised sectors. From interpreting tax complexities and identifying key financial structures to building tailored strategies for your goals, our teams are here for you. We specialise in the following sectors: • Corporate finance • Entrepreneurs • International
