Corporate Secretariat, Senior Administrator - Guernsey

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

We’re looking for an enthusiastic Corporate Secretariat at Senior Administrator level who demonstrates our core values and wants to build a rewarding career. The role will give the opportunity for an individual to develop their Company Secretarial skills under the guidance of the firm’s Company Secretary. They should be familiar with multi-jurisdictional statutory requirements and able to take meeting notes electronically. The ideal candidate will be studying towards a relevant qualification. 

The responsibilities

You’ll be working in a friendly and progressive environment as a member of the team to undertake a broad range of duties including: 

• providing statutory secretarial services for Guernsey, Switzerland, Cayman and Dubai jurisdictions and for Saffery’s main in-house companies, including day to day minutes
• assisting with the Board meeting management, quarterly minute reporting, governance-related projects and minute template development
• assisting with scheduling board meetings, preparing agendas, and ensuring timely distribution of board papers along with provision of guidance on the content and structure of board papers ensuring clarity and effectiveness
• developing and maintaining strong, proactive relationships with board members, serving as a key source of information and advice and facilitating efficient and timely communication between the board, its committees, senior management, and non-executive directors
• recording board decisions clearly and accurately through minute taking and the recording and tracking of action points, ensuring a comprehensive and precise account of discussions and resolutions and communicating board decisions to the relevant members of the management team via quarterly and ad-hoc minutes
• may develop and maintain a corporate governance improvement plan, ensuring regular reviews and updates based on board evaluations

You

• a sound understanding of tasks covering a range of activities using multiple methods, techniques and processes
• may have attained or be working towards a relevant qualification, (CGI/STEP or equivalent) along with meeting your CPD requirements 
• effective communication skills and the ability to converse with a range of people, adapting style with ease to suit the audience and situation
• ability to identify and resolve non-complex issues, with support and direction
• ability to prioritise and complete tasks to achieve deadlines, with support and direction
• ability to work to specified standards and service levels and propose solutions to resolve straight forward daily problems
• evidence a positive and committed approach to teamwork and understand the importance of working together to provide excellent client service

Job Summary:

To assist with the day to day running of a portfolio of clients which will contain a mixture of trusts and companies dealing with a wide variety of tasks under the guidance and supervision of a Senior Trust Administrator / Trust Supervisor.

Job Accountabilities:

Day to day duties will include:-

> Statutory work – ensuring that statutory records are kept up to date and are accurately maintained at all times

> Entering payments and identify receipts as required

> Preparation of minutes/resolutions of the Trustee / Board for routine matters

> Entity reviews – to assist with clearing any action points following the annual reviews

> Liaison with our respective departments regarding legal, accounting and taxation matters

> Liaison with clients and intermediaries both by telephone and in writing with regard to matters of a non-complex nature

> General administrative tasks relating to the running of Trust and Company structures

> Ad hoc project work of a non complex nature

Minimum Education and Experience

> Educated to ‘A’ Level standard, or equivalent

> Willingness to study towards a relevant professional qualification i.e. STEP Certificate/Diploma

Required Skills

> Strong written and verbal communication skills

> Good problem solving skills

> A good team player

> Ability to work to deadlines with minimum supervision

Plan Administration - Senior Administrator, Executive Compensation Services - Jersey 

About the role:
We’re looking for a Senior Administrator to join our ECS plan administration team in Jersey. ECS delivers tailored solutions for employee incentive structures, including share plans, carried interest, and pension arrangements. You’ll be working on market-leading technology that supports a wide range of incentive plans, and you’ll play a key role in delivering high-quality plan administration services to a global client base. 

Key Responsibilities:

• Plan Administration: Administer a portfolio of share plans and incentive structures, ensuring accuracy and compliance with internal procedures. 
• System Support: Configure and maintain core business systems, supporting the delivery of client services. 
• Client Relationships: Build and maintain strong relationships with clients, responding to queries promptly and professionally. 
• Record Keeping: Ensure client records are accurately maintained and updated in line with transactions. 
• Compliance: Adhere to regulatory requirements and internal policies. 
• Team Support: Mentor junior team members, contribute to training, and support wider team initiatives. 
• Collaboration: Work closely with colleagues across jurisdictions to deliver seamless service. 

Your Profile:

• Experience in system-driven plan administration or system-based service delivery.
• Background in share plans, trusts, or financial services desirable. 
• Strong communication and organisational skills. 
• High attention to detail.
• Proactive, detail-oriented, and committed to delivering high standards.
• Working towards or hold a relevant professional qualification. 
   

Trust Administrator - Guernsey

We’re looking for an enthusiastic Trust Administrator who demonstrates our core values and wants to build a rewarding career delivering client service excellence. 

This role is a permanent contract, working within a trust and corporate services team to support high-net-worth individuals and their families.

The responsibilities

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 the review of incoming funds into client bank accounts, and working towards becoming competent in liaison with bankers over remittance of money, deposit accounts, investment transactions and settlement instructions
• preparing emails and routing 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 striving to meet utilisation targets

You

No previous experience in a trust or financial services environment is required for this role.

• successful attainment of a minimum of 5 GCSEs, or equivalent, at grade 4 (or C) and above, to include English and Maths
• effective and confident communication skills along with the ability to converse with a range of people
• ability to organise work schedule over the short term, with support if needed
• ability to work to specified standards and service levels and propose solutions to resolve straight forward daily problems
• evidence a positive and committed approach to teamwork and understand the importance of working together to provide excellent client service

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