10 May 2021

Senior Administrator- Private Clients

Ref 33583

A well-known fiduciary services company has a vacancy for a Senior Administrator, to join their Private Client Services team. 

Key responsibilities:

  • Assist in the day-to-day administration of clients’ (personal, company or trust) taxation and related financial affairs.
  • Provide support to team members with routine clerical/administrative duties (collating client information, and similar information scheduling, record keeping/copying, etc.)
  • Assist in ensuring the timely completion and processing of daily correspondence, dealing with tax assessments and tax payments, preparing tax appeals and Guernsey and/or UK tax returns.
  • Assist in reviewing client files to ensure all matters are up to date with nothing outstanding
  • Meet financial targets in terms of budgeted chargeable hours, recovery rates and debtors

The desirable candidate will have prior relevant experience gained in regulated professional services, be educated to a A Level/Baccalaureate or equivalent level and be willing to study toward a professional qualification such as ATT, CTA AAT/ACCA, FIA or similar


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