Senior Associate - Private Clients (12-month Maternity Cover)
OcorianJob Description
📋 Description Administer trusts and corporate structures for HNW clients. Prepare attendance notes; file retention and sharing. Prepare minutes and meeting documents for board decisions. Assist with billing; review summaries; draft invoices; ensure timely payments. Maintain database records incl. statutory registers; update changes. Assist with establishment of new structures and client acceptance. 🎯 Requirements Educated to A level or degree; STEP Diploma advantageous. 5+ years in Trust/Company Administration or financial services. Knowledge of Trust Administration, Guernsey Company Law and tax implications. Knowledge of Guernsey regulatory environment; Viewpoint is a plus. Proficient in Microsoft Office applications. Excellent interpersonal, adaptable, and organized.