Private Client Administrator
Opera
Job Title: Private Client Administrator Reports to: Private Client Senior Manager The Private Client Administrator is responsible for a portfolio of clients with oversight from the team manager. The Private Client Administrator is expected to manage efficiently a portfolio of clients by liaising with clients and third parties, keeping accurate records, including bookkeeping and statutory, and pro-actively resolving tasks. Key Responsibilities: Day to day trust and company administration of a portfolio of clients and will liaise with clients and advisors; Maintaining electronic and hard-copy client filing and entity database records; Preparing trustee and board minutes, issue of share certificates and maintenance of statutory records; Arranging and recording trust distributions, loans payments, acquisition and disposal of assets, expenses; Maintaining asset, nominee and power of attorney registers; Bookkeeping and bank/asset reconciliations; Reviewing performance of entity investments; Assisting with the preparation of annual client entity accounts; Preparing ad hoc reporting information for clients and advisors; Assisting with the preparation of administration reviews; Reviewing quarterly billing and the collection of fees; Collecting and verifying client due diligence; ensuring compliance with policies and procedures and addressing tasks, including CDD deficiencies/compliance related tasks.; To meet chargeability targets; To follow all office and CFC procedures and address CFC reviews in a timely fashion; To collect fees within one month of billing where possible. Other ad hoc tasks required from time to time as well as providing cover for team. Personal attributes: Team player. Good communicational skills. Attention to detail and able to work to own initiative. Qualifications and expertise: A minimum of 2 years’ experience in the Offshore Trust industry; Preferably studying STEP or ICSA Diploma; Willingness to continue further training and develop knowledge as required #J-18808-Ljbffr Opera
- CSC is seeking an Administrator/Senior Administrator, Private Clients in Guernsey. The role leads day-to-day administration of private client trusts and companies, ensuring compliance with client service agreements and Guernsey regulations, including AML/CFT. The position...Private client
- Opera is seeking a Private Client Administrator to manage a portfolio of clients with oversight from the team manager. You will liaise with clients and third parties, keep accurate records, including bookkeeping and statutory, and pro-actively resolve tasks. Key responsibilities...Private client
- Opera is seeking a Private Client Manager to lead the fiduciary administration team, ensuring high standards in client service and regulatory compliance. The role involves mentoring Administrators, managing workloads, and driving client retention and growth. The successful...Private client
- Job Title: Private Client Manager Reports to: Client Services Director The Trust Manager is responsible for managing members of the administration team and providing technical support and training to the administrators. The Trust Manager assists with managing team members...Private clientWork at office
- Job Description Administrator/ Senior Administrator, Private Clients Location: Guernsey Schedule: Monday to Friday, 36.25 hours per week Work Arrangement: Hybrid / On-site The Administrator/ Senior Administrator, Private Clients will lead the day-to-day administration...Private clientWork at officeLocal areaRemote workWorldwideMonday to Friday
- Oak, part of Opera, seeks an organised administrator to deliver client administration for a portfolio of trust and company structures. You will work closely with the Trust team, clients and intermediaries to ensure accurate, timely service. You will handle onboarding, minutes...
$69k
...position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals and families. What We Offer Remote, work-from-home career...Remote jobWork from homeFlexible hoursHMG Careers
Hartville, WY2 days ago£14 per hour
...to work efficiently under pressure Work well both independently and as part of a team Hold valid Guernsey residency and live in private accommodation (accommodation is not provided) Have the right to work in Guernsey Be willing to undergo a police disclosure check...Hourly payFull timePart timeLive inTrial periodFlexible hoursRotating shiftEarly shift£13 per hour
Bailiwick Bar & Kitchen, Guernsey Airport Join our friendly team at Bailiwick Bar & Kitchen and be part of a busy, customer-focused environment within Guernsey Airport. Caterleisure (Guernsey) Limited Full/Part time Ref: 20261297 Opened: 30/07/2026 Closes: 30/08/20...Hourly payFull timePart timeZero hours contractTrial periodFlexible hoursShift workRotating shift- ...Guernsey to manage financial information for a small fund client portfolio. You will coordinate accounting setups, prepare... ...accurate reporting. Join a growing team recognised as a top private markets administrator. The role emphasizes high-quality client service,...
- ...small team responsible for administering a portfolio of fund clients, with mentorship and immersion into our clients, systems, and policies. Responsibilities include day-to-day fund administration (private equity/debt), processing draw downs, distributions, investor reporting...
- A financial services provider based in Guernsey is seeking an experienced administrator to manage a portfolio of clients. The successful candidate will supervise junior staff and ensure compliance with relevant regulations. Candidates should have a minimum of 4 years of...
$26.47 - $43.62 per hour
...and nationwide, plus a bonus guide to applying for employment with all other government agencies. Note: Postal Jobs Source is a private employment service that offers assistance in gaining employment and is not affiliated with the USPS, US government, its agencies, or...Hourly payFull timeCurrently hiringWork at office- ...you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and adoption pay and support when you return to work, and a non-contributory pension...Temporary workLocal area
HSBC
Guernsey, WY1 day ago - ..., we're building the next generation of private wealth and private capital services, powered... ...more than $19 billion in assets under administration, we're trusted by internationally... ...improve how work gets done, strengthen the client experience and give talented people more...Hourly payWork at officeLocal area
Opera
Guernsey, WY2 days ago - In this role you will deliver a comprehensive first-class administrative service to a varied portfolio of clients. You will also help in supervising and developing junior team members. What you’ll be doing Administering a portfolio of clients Liaising with clients on...Work at officeLocal areaFlexible hours
- ...to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals across 24 jurisdictions... ...a small team and collectively be responsible for the administration of a portfolio of fund clients. You will be assigned a mentor and your team will...Local areaFlexible hours
- ...0% of the top 30 asset managers in the private markets, and more than 6,000 professionals... ...of a small portfolio of fund clients and will work as part of a team to achieve... ...financial information. Working with the fund administration team to prepare capital call and...Local areaFlexible hours
- ..., we're building the next generation of private wealth and private capital services, powered... ...more than $19 billion in assets under administration, we're trusted by internationally... ...improve how work gets done, strengthen the client experience and give talented people more...Flexible hours
- ...90% of the top 30 asset managers in the private markets, and more than 6,000 professionals... ...for these matters relating to the client. You will be an important link between... ...requirements are met. Support the fund administration team in respect of investor servicing, client...Interim roleLocal areaFlexible hours
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