At a Glance
- Tasks: Assist with client administration and bookkeeping for trusts and corporate services.
- Company: Join Saffery Trust, a leading independent private client firm in Guernsey.
- Benefits: Enjoy flexible working, competitive salary, health insurance, and professional development support.
- Other info: Participate in green initiatives and local charity events while enjoying regular social activities.
- Why this job: Kickstart your career in a dynamic environment focused on client service excellence.
- Qualifications: Minimum of 5 GCSEs at grade 4 (C) or above, including English and Maths.
The predicted salary is between 40000 - 50000 £ per year.
Department: Trust
Location: Guernsey
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.
Who we are
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’re looking for enthusiastic school leavers who demonstrate our core values and want to build a rewarding career delivering client service excellence. Working within a trust and corporate services team assisting with general administration duties for a portfolio of clients.
The responsibilities include:
- 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 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 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
You should have:
- 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 straightforward daily problems
- evidence a positive and committed approach to teamwork and understand the importance of working together to provide excellent client service
Trust Administrator - September 2026 start date employer: Saffery Trust
Saffery Trust is an excellent employer that fosters a supportive work culture in Guernsey, where employees are encouraged to grow their Company Secretarial skills through continuous professional development. With a focus on collaboration and effective communication, the company offers a dynamic environment that values strong relationships with board members, making it a rewarding place for those seeking meaningful employment in corporate governance.
StudySmarter Expert Advice🤫
We think this is how you could land Trust Administrator - September 2026 start date
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Saffery Trust. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Trust Administrator - September 2026 start date
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Saffery Trust.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Saffery Trust's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Saffery Trust
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Saffery Trust.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Saffery Trust will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Saffery Trust employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
