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- Tasks: Support high-net-worth clients with trust and corporate services in a dynamic team.
- Company: Join Saffery Trust, a leading independent private client firm in Guernsey.
- Benefits: Enjoy flexible working, competitive salary, health insurance, and professional development support.
- Why this job: Build a rewarding career while making a real impact on clients' legacies.
- Qualifications: 5 GCSEs including English and Maths; effective communication and teamwork skills required.
- Other info: Participate in green initiatives and enjoy regular social events.
The predicted salary is between 36000 - 60000 £ per year.
Who we are: Saffery Trust is a director‑led firm of individually expert, collectively exceptional people. We help clients optimise their personal and business wealth and 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 on 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’re looking for an enthusiastic Trust Administrator / Senior Administrator who demonstrates our core values and wants to build a rewarding career delivering client service excellence. This role is a permanent contract, working within a trust and corporate services team to support high‑net‑worth individuals and their families.
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:
- Assisting with the set up and maintenance of client information in 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 reviewing incoming funds into client bank accounts, working towards becoming competent in liaising with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions.
- Preparing emails and routing 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 taking note of warning messages while gaining knowledge on the formation of legal entities and trusts.
- Updating the time‑keeping system in line with expectations and striving to meet utilisation targets.
Administrator: Successful attainment of a minimum of 5 GCSEs (or equivalent) at grade 4 (or C) and above, including English and Maths. Effective and confident communication skills and 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 straightforward daily problems. Evidence a positive and committed approach to teamwork and an understanding of 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 straightforward daily problems. Evidence a positive and committed approach to teamwork and an understanding of the importance of working together to provide excellent client service.
Senior Trust Administrator employer: Saffery Trust
Contact Detail:
Saffery Trust Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trust Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or attend local events. You never know who might have the inside scoop on job openings at Saffery Trust or similar firms.
✨Tip Number 2
Prepare for interviews by researching the company culture and values. Saffery Trust values teamwork and client service excellence, so be ready to share examples of how you've demonstrated these in your past roles.
✨Tip Number 3
Practice your communication skills! Whether it's a phone interview or face-to-face, being able to adapt your style to suit the audience is key. Show them you can converse confidently with a range of people.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining the team at Saffery Trust.
We think you need these skills to ace Senior Trust Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Senior Trust Administrator role. Highlight your relevant experience in trust administration and any qualifications like STEP or CGI that you might have.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your values align with ours at Saffery Trust. Be genuine and let your personality come through.
Showcase Your Communication Skills: Since effective communication is key in this role, make sure your application is clear and concise. Use professional language but don’t be afraid to let your unique voice show through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Saffery Trust
✨Know Your Stuff
Before the interview, make sure you understand the key responsibilities of a Senior Trust Administrator. Brush up on your knowledge of trust and corporate services, bookkeeping, and statutory records. Being able to discuss these topics confidently will show that you're serious about the role.
✨Showcase Your Communication Skills
Effective communication is crucial in this role. Prepare examples of how you've successfully communicated with clients or team members in the past. Think about times when you adapted your style to suit different audiences, as this will demonstrate your versatility.
✨Demonstrate Team Spirit
Saffery Trust values teamwork, so be ready to share experiences where you've worked collaboratively. Highlight how you contributed to a team's success and how you can bring that same positive attitude to their environment.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to professional development or how they support their employees in achieving CPD requirements. This shows your interest in growing within the company and aligns with their values.
