About this role
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. 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 Assist the team with general administration duties for a portfolio of clients. 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 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 work 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 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 strive to meet utilisation targets