Administrator / Senior Administrator, Private Clients
Location: Guernsey
Schedule: Monday to Friday, 36.25 hours per week
Work Arrangement: Hybrid / On-site
About the role
The Administrator/ Senior Administrator, Private Clients will lead the day-to-day administration of a portfolio of Guernsey trusts and companies, delivering high-quality fiduciary services and an excellent client experience. You’ll ensure work is completed in line with client service agreements and applicable Guernsey regulatory requirements (including AML/CFT and relevant reporting obligations). This role partners closely with internal stakeholders and external advisers to progress transactions, maintain accurate records, and meet statutory deadlines.
Responsibilities
- Lead the administration of a portfolio of private client trust and company structures, ensuring accurate execution of client instructions
- Maintain complete, orderly, and up-to-date client records, including drafting minutes and meeting notes to an appropriate standard
- Coordinate with lawyers, accountants, tax advisers, and banks to support the ongoing management of complex private client matters
- Oversee cash management and payment processing, ensuring tasks are completed accurately and on time (including work delegated within the team)
- Partner with the Accounts team to support bookkeeping and annual accounts preparation, ensuring agreed timelines are met
- Monitor and support timely fee collection, including proactive follow-up of outstanding debtors in line with internal processes
- Action compliance and file review points promptly in collaboration with the Assistant Manager/Manager and relevant control functions
- Ensure timely completion of annual tax filings, AEOI reporting (e.g., CRS/FATCA where applicable), and other legislative/regulatory deadlines
- Stay current on Guernsey fiduciary and private client industry developments, escalating risks, issues, and process improvement opportunities
- Deputise for the Assistant Manager as requested to support team delivery and consistent service standards
Requirements
- Relevant experience in a regulated fiduciary, financial services, or professional services environment (private clients/trust and company administration)
- Strong organisation and time-management skills, with the ability to manage competing deadlines and deliver a high standard of client service
- Working knowledge of Guernsey regulatory expectations for fiduciary services, including AML/CFT and governance requirements
- Clear written communication skills, including drafting minutes and maintaining well-documented client files
- Proficient IT skills, with confidence using core business systems and Microsoft Office applications
- A solid educational background (A Levels/Baccalaureate or equivalent), including GCSEs (or equivalent) in English and Mathematics
Preferred Qualifications
- STEP, ICSA/CGI, or similar qualification (fully or part-qualified), or a demonstrated willingness to study toward a relevant professional qualification
- Experience supporting AEOI reporting (CRS/FATCA) and coordinating tax filing requirements for trust and company structures
- Experience liaising with banks on account operations, KYC refreshes, and payment-related queries
- Familiarity with Guernsey fiduciary best practice and GFSC-regulated environments
Career path
This role offers a clear development pathway within CSC’s Private Client Services teams in Guernsey, with opportunities to deepen technical fiduciary expertise and progress into leadership. Typical progression may include:
- Senior Administrator, Private Clients
- Assistant Manager, Private Clients
- Manager, Private Clients
- Senior Manager, Client Director, Director (or a cross-functional pathway into Compliance, Risk, Operations, or Client Relationship Management)
About Us
CSC is a global business, legal, and financial services company based in Wilmington, Delaware, USA, providing knowledge-based solutions to clients worldwide. We have offices and capabilities in over 140 jurisdictions in the Americas, Europe, Asia Pacific, and the Middle East, and more than 8,000 colleagues. We are the business behind business.®
Benefits
- Annual success-sharing bonuses or commission plans based on individual performance
- Competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more
- Hybrid or remote work schedules in alignment with local regulations (specific details discussed during the interview process)
About The Team
At CSC®, we’re always looking ahead, finding ways to innovate, challenge the status quo, and anticipate the needs of our clients. We exceed expectations by adapting client ambitions and goals as our own. This Fierce Client Spirit has helped us adapt and create solutions that have enabled businesses to run smoother and smarter for more than 125 years. It’s also the reason we’re the trusted partner of many of the world’s most successful organizations.