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fiduciary client manager
Senior Fund Administrator - Guernsey
jobs.jerseyeveningpost.com-job boards
Senior Fund Administrator An independent Fiduciary and Fund Administration business has a vacancy for a Senior Fund Administrator. The Senior Fund Administrator will act as a key point of contact for a portfolio of clients under the direction of a manager. They will be expected to provide accurate, well-presented client deliverables and support the wider fund team. Qualifications and Experience: Holding or studying towards a recognised professional qualification such as CGI (ICSA), ACCA, ACA, or a minimum of 3 years relevant experience in fund administration. Skills and Knowledge: Ability to understand and interpret fund documentation, GFSC regulations, including the Protection of Investors law and anti-money laundering regulations. Personal Attributes: A self-starter capable of working independently and accurately under pressure. Excellent communication, teamwork, and interpersonal skills to develop strong relationships with colleagues, clients, and stakeholders. Strong computer literacy and problem-solving skills, with practical experience or demonstrable knowledge of the financial services industry. If interested, please send your CV to or call . Note: Applications are only accepted from candidates residing in Guernsey with a Guernsey Resident Working Permit. AP Group acts as an introductory service for this vacancy. By submitting your CV, you consent to its retention for employment considerations. All information provided is protected under Data Protection Laws. For our privacy policy, visit .
Jan 19, 2026
Full time
Senior Fund Administrator An independent Fiduciary and Fund Administration business has a vacancy for a Senior Fund Administrator. The Senior Fund Administrator will act as a key point of contact for a portfolio of clients under the direction of a manager. They will be expected to provide accurate, well-presented client deliverables and support the wider fund team. Qualifications and Experience: Holding or studying towards a recognised professional qualification such as CGI (ICSA), ACCA, ACA, or a minimum of 3 years relevant experience in fund administration. Skills and Knowledge: Ability to understand and interpret fund documentation, GFSC regulations, including the Protection of Investors law and anti-money laundering regulations. Personal Attributes: A self-starter capable of working independently and accurately under pressure. Excellent communication, teamwork, and interpersonal skills to develop strong relationships with colleagues, clients, and stakeholders. Strong computer literacy and problem-solving skills, with practical experience or demonstrable knowledge of the financial services industry. If interested, please send your CV to or call . Note: Applications are only accepted from candidates residing in Guernsey with a Guernsey Resident Working Permit. AP Group acts as an introductory service for this vacancy. By submitting your CV, you consent to its retention for employment considerations. All information provided is protected under Data Protection Laws. For our privacy policy, visit .
Senior Trust Manager - Complex Structures & Team Lead
Leapfrog Recruitment Consultants Lochboisdale, Isle Of South Uist
A global fiduciary services provider in Scotland is seeking an experienced Trust Manager to lead the administration of complex trust structures and manage a high-performing team. The ideal candidate should possess relevant qualifications and a proven track record in fiduciary services. Responsibilities include ensuring compliance, providing technical support, and maintaining client relationships. This role offers the opportunity to work in a dynamic environment focused on growth and excellence.
Jan 15, 2026
Full time
A global fiduciary services provider in Scotland is seeking an experienced Trust Manager to lead the administration of complex trust structures and manage a high-performing team. The ideal candidate should possess relevant qualifications and a proven track record in fiduciary services. Responsibilities include ensuring compliance, providing technical support, and maintaining client relationships. This role offers the opportunity to work in a dynamic environment focused on growth and excellence.
Trust Manager
Leapfrog Recruitment Consultants Lochboisdale, Isle Of South Uist
A leading global fiduciary and corporate services provider is seeking a Trust Manager to oversee the administration of a varied portfolio of complex trust and company structures, while leading and developing a high-performing team. Location Duties for this role include, but are not limited to: Leading and managing a team of administrators, ensuring workloads are prioritised and completed efficiently. Maintaining a high standard of client service and relationship management across all structures. Providing technical guidance and support to the team on trust and company matters. Overseeing the administration of complex and bespoke structures, identifying and mitigating risks. Acting as the lead relationship manager for a portfolio of high-value clients. Reviewing and signing documentation as an authorised signatory where appropriate. Holding regular team meetings, providing updates, and cascading information on policies and procedures. Ensuring compliance with all relevant laws, regulations, and internal controls. Supporting the development and performance of staff through regular feedback, mentoring, and training. Collaborating with senior management to meet departmental KPIs and contribute to business planning. Attending client meetings and representing the firm professionally at all times. Keeping up to date with regulatory developments and industry best practices. Skills / Qualifications The ideal candidate will be STEP, CGI, or professionally qualified (or working towards qualification) and have solid experience managing complex trust and company structures. Strong leadership and interpersonal skills are essential, along with a proactive, solutions-focused approach. The successful candidate will demonstrate excellent organisational ability, commercial awareness, and the confidence to mentor and motivate a team in a fast-paced environment. For a full job description or further information on this role please call 711188 , or email . If you wish to apply for this role, please submit your CV via the Apply Now button below. Related Trust & Company Administration Jobs in Guernsey
Jan 15, 2026
Full time
A leading global fiduciary and corporate services provider is seeking a Trust Manager to oversee the administration of a varied portfolio of complex trust and company structures, while leading and developing a high-performing team. Location Duties for this role include, but are not limited to: Leading and managing a team of administrators, ensuring workloads are prioritised and completed efficiently. Maintaining a high standard of client service and relationship management across all structures. Providing technical guidance and support to the team on trust and company matters. Overseeing the administration of complex and bespoke structures, identifying and mitigating risks. Acting as the lead relationship manager for a portfolio of high-value clients. Reviewing and signing documentation as an authorised signatory where appropriate. Holding regular team meetings, providing updates, and cascading information on policies and procedures. Ensuring compliance with all relevant laws, regulations, and internal controls. Supporting the development and performance of staff through regular feedback, mentoring, and training. Collaborating with senior management to meet departmental KPIs and contribute to business planning. Attending client meetings and representing the firm professionally at all times. Keeping up to date with regulatory developments and industry best practices. Skills / Qualifications The ideal candidate will be STEP, CGI, or professionally qualified (or working towards qualification) and have solid experience managing complex trust and company structures. Strong leadership and interpersonal skills are essential, along with a proactive, solutions-focused approach. The successful candidate will demonstrate excellent organisational ability, commercial awareness, and the confidence to mentor and motivate a team in a fast-paced environment. For a full job description or further information on this role please call 711188 , or email . If you wish to apply for this role, please submit your CV via the Apply Now button below. Related Trust & Company Administration Jobs in Guernsey
Senior Analyst, Client Service, EMEA Client Team (12 month FTC)
Russell Investments
Senior Analyst, Client Service, EMEA Client Team (12 month FTC) page is loaded Senior Analyst, Client Service, EMEA Client Team (12 month FTC)locations: Londontime type: Full timeposted on: Posted Todayjob requisition id: R-03816# Business Unit:EMEA# Job Description: Role Summary The Client Service Team supports clients through their whole life cycle with Russell Investments. This ranges from helping to win new business, to providing first class support to clients and intermediaries either directly or via the EMEA Relationship Managers to retain their business.The role supports clients through their whole life cycle with Russell Investments and key duties include: Helping to win and onboard new business. Providing first class support to clients and intermediaries either directly or via the EMEA offices in order to retain their business. Co-ordinating the onboarding and ongoing support of EMEA FM and OCIO clients, escalating and managing situations to ensure an efficient process. Assisting Russell Investments' platform service clients on a broad range of fund administration-related issues to retain and expand client relationships. Leading regular meetings, preparing presentations and ensuring queries are responded to in an accurate and timely manner. Compiling, checking and distributing both ad-hoc and regular client reporting and audit requests. Assisting with the oversight and distribution of client reporting and audit requests, providing support and guidance as appropriate. Liaising effectively with relevant internal business departments to respond to queries accurately and in a timely manner. Leading and participating in complex projects to implement new regulatory and product changes. Ensuring there is a consistent focus on enhancing process and updating procedures.The position supports our Fiduciary Management and OCIO clients as well as our Asset Management clients (Institutional and Retail) in the EMEA region.This is a 12-month fixed term contract role. The responsibilities of the individual in this position include: Client Onboarding Leading and participating in onboarding projects for the onboarding of new clients and distribution relationships as required, providing a central point of contact for the client and the business. Ensuring clear communication with relevant parties and making certain all documentation is received for account set up (including AML). Making sure there is an awareness of prospects, new clients, and investors, working with the EMEA Sales and Relationship Teams where required to ensure that the Client Service Team can meet their ongoing requirements in a structured and scalable manner.Client Retention Supporting the Relationship Managers in promoting RI products and services and ensuring we are the preferred service provider. Co-ordinating and participating in the daily processes for FM/OCIO clients, including the processing of cashflow and investment instructions. Supporting the creation and delivery of periodic reports and audit requests for existing clients, ensuring both accuracy and timeliness. Assisting in the management of the team inbox, ensuring both internal and external queries are responded to in an efficient and timely manner. Providing support to team members as needed.Platform Support Building strong relationships with existing platforms maximising retention. Overseeing servicing, pre-empting/resolving issues and escalating business risks where required. Ensuring service deliverables are met. Ensuring sustained knowledge of Russell Investments' business and capabilities, as well as Irish/European regulation and compliance issues. Logging all calls, pertinent emails and meetings in Client Relationship Management system (CRM). Completing meeting notes for each client touch pointInternal Business Support Contributing to the development and improvement of processes that support client requirements across EMEA GTM. Leading and participating in projects that support new business initiatives, regulatory and product changes. Assisting in the management of the Client Service Team relationship with external service providers, controlling issues through to resolution and identifying trends. The successful candidate will have extensive demonstrable skills and experiences including the following: Undergraduate Degree or equivalent experience / qualification. Candidates who are studying, or intending to study for IMC or CFA (or other finance related professional qualifications) will be preferred. Previous experience carrying out a similar role within a financial services/investment organisation. Experience of working with a broad range of clients, including institutional clients and distribution relationships in the EMEA Region. Working knowledge of the asset management industry and investment products, including funds. Proficient in Microsoft suite (Excel, Word, PowerPoint) Intermediate to advanced Excel skills preferred. Excellent administrative, problem solving, project managing and decision-making skills.
Jan 05, 2026
Full time
Senior Analyst, Client Service, EMEA Client Team (12 month FTC) page is loaded Senior Analyst, Client Service, EMEA Client Team (12 month FTC)locations: Londontime type: Full timeposted on: Posted Todayjob requisition id: R-03816# Business Unit:EMEA# Job Description: Role Summary The Client Service Team supports clients through their whole life cycle with Russell Investments. This ranges from helping to win new business, to providing first class support to clients and intermediaries either directly or via the EMEA Relationship Managers to retain their business.The role supports clients through their whole life cycle with Russell Investments and key duties include: Helping to win and onboard new business. Providing first class support to clients and intermediaries either directly or via the EMEA offices in order to retain their business. Co-ordinating the onboarding and ongoing support of EMEA FM and OCIO clients, escalating and managing situations to ensure an efficient process. Assisting Russell Investments' platform service clients on a broad range of fund administration-related issues to retain and expand client relationships. Leading regular meetings, preparing presentations and ensuring queries are responded to in an accurate and timely manner. Compiling, checking and distributing both ad-hoc and regular client reporting and audit requests. Assisting with the oversight and distribution of client reporting and audit requests, providing support and guidance as appropriate. Liaising effectively with relevant internal business departments to respond to queries accurately and in a timely manner. Leading and participating in complex projects to implement new regulatory and product changes. Ensuring there is a consistent focus on enhancing process and updating procedures.The position supports our Fiduciary Management and OCIO clients as well as our Asset Management clients (Institutional and Retail) in the EMEA region.This is a 12-month fixed term contract role. The responsibilities of the individual in this position include: Client Onboarding Leading and participating in onboarding projects for the onboarding of new clients and distribution relationships as required, providing a central point of contact for the client and the business. Ensuring clear communication with relevant parties and making certain all documentation is received for account set up (including AML). Making sure there is an awareness of prospects, new clients, and investors, working with the EMEA Sales and Relationship Teams where required to ensure that the Client Service Team can meet their ongoing requirements in a structured and scalable manner.Client Retention Supporting the Relationship Managers in promoting RI products and services and ensuring we are the preferred service provider. Co-ordinating and participating in the daily processes for FM/OCIO clients, including the processing of cashflow and investment instructions. Supporting the creation and delivery of periodic reports and audit requests for existing clients, ensuring both accuracy and timeliness. Assisting in the management of the team inbox, ensuring both internal and external queries are responded to in an efficient and timely manner. Providing support to team members as needed.Platform Support Building strong relationships with existing platforms maximising retention. Overseeing servicing, pre-empting/resolving issues and escalating business risks where required. Ensuring service deliverables are met. Ensuring sustained knowledge of Russell Investments' business and capabilities, as well as Irish/European regulation and compliance issues. Logging all calls, pertinent emails and meetings in Client Relationship Management system (CRM). Completing meeting notes for each client touch pointInternal Business Support Contributing to the development and improvement of processes that support client requirements across EMEA GTM. Leading and participating in projects that support new business initiatives, regulatory and product changes. Assisting in the management of the Client Service Team relationship with external service providers, controlling issues through to resolution and identifying trends. The successful candidate will have extensive demonstrable skills and experiences including the following: Undergraduate Degree or equivalent experience / qualification. Candidates who are studying, or intending to study for IMC or CFA (or other finance related professional qualifications) will be preferred. Previous experience carrying out a similar role within a financial services/investment organisation. Experience of working with a broad range of clients, including institutional clients and distribution relationships in the EMEA Region. Working knowledge of the asset management industry and investment products, including funds. Proficient in Microsoft suite (Excel, Word, PowerPoint) Intermediate to advanced Excel skills preferred. Excellent administrative, problem solving, project managing and decision-making skills.
Senior Manager-Corporate Lawyer-Law-Belfast-Derry or Londonderry
Ernst & Young Advisory Services Sdn Bhd City, Belfast
Senior Manager-Corporate Lawyer-Law-Belfast-Derry or Londonderry Location: Belfast Other locations: Anywhere in Country Requisition ID: At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Senior Manager- Corporate Lawyer The Opportunity We are looking for corporate lawyers interested in joining a Tier 1-accredited corporate law team in the UK, based in Belfast. This is a fast-growth business with a varied and dynamic range of work, a strong international dimension and acting for some of the largest household name groups in the world. To qualify for the role, the requirements are: English law-qualified corporate solicitor with PQE experience, some of which should have been gained in the UK in a private practice law business Strong technical, research and drafting skills, with a good eye for detail A genuine interest in problem solving for clients and working in a multi disciplinary environment alongside both lawyers and non lawyers on a day to day basis Effective communication skills and ability to work collaboratively Skills And Attributes For Success Good working knowledge of company law in the UK, particularly relating to share capital, distributions, governance, fiduciary duties, intra group transactions and legal entity rationalisations Knowledge of or interest in deal related structuring such as company law issues concerning carve outs or post deal integration Good experience in co ordinating advice and legal documentation provided by advisers in multiple jurisdictions Experience in conducting and coordinating due diligence projects, including internationally. Effective time management and ability to remain calm when under pressure to meet deadlines An innovative mindset (supporting the use of technology to improve service delivery) Able to build productive peer group business relationships Enthusiastic team player - someone who enjoys working with others Ability to solve problems creatively and pragmatically Good commercial awareness of the wider context in which legal advice is given Ideally, you'll also have Project management skills, planning and prioritising work, meeting deadlines and monitoring own and team budget and time Ability to get up to speed quickly on technical and often challenging areas of law and be keen to continue developing legal skills and engage in new areas of work A proven ability to work with a wide range of stakeholders An inclusive and collaborative working style What We Look For This role is suitable for candidates who have worked in established law firms or in house legal departments and who are looking to progress their career by being part of a fast growing, Tier 1 ranked specialist team in a global organisation. We are looking for talented and motivated people, who want to continue to develop themselves and others when they join the firm. Ours is a diverse, dynamic and collaborative culture and this opportunity offers a chance to help play an important role in the next phase of our ambitious growth story. What Working At EY Offers We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Continuous learning: You'll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It's yours to build. Please note: Prior to finalising your application, you will be asked to provide personal information across several dimensions of diversity and inclusiveness. The information you provide is kept entirely confidential and will not be used to evaluate your candidacy. We collect this data to help us analyse our recruitment process holistically and implement actions that promote diversity and inclusiveness. While optional, we encourage you to provide this information to hold us accountable towards our goal of building a better working world. Read more about our commitment to diversity & inclusiveness here. EY Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. Select how often (in days) to receive an alert: EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.
Jan 05, 2026
Full time
Senior Manager-Corporate Lawyer-Law-Belfast-Derry or Londonderry Location: Belfast Other locations: Anywhere in Country Requisition ID: At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Senior Manager- Corporate Lawyer The Opportunity We are looking for corporate lawyers interested in joining a Tier 1-accredited corporate law team in the UK, based in Belfast. This is a fast-growth business with a varied and dynamic range of work, a strong international dimension and acting for some of the largest household name groups in the world. To qualify for the role, the requirements are: English law-qualified corporate solicitor with PQE experience, some of which should have been gained in the UK in a private practice law business Strong technical, research and drafting skills, with a good eye for detail A genuine interest in problem solving for clients and working in a multi disciplinary environment alongside both lawyers and non lawyers on a day to day basis Effective communication skills and ability to work collaboratively Skills And Attributes For Success Good working knowledge of company law in the UK, particularly relating to share capital, distributions, governance, fiduciary duties, intra group transactions and legal entity rationalisations Knowledge of or interest in deal related structuring such as company law issues concerning carve outs or post deal integration Good experience in co ordinating advice and legal documentation provided by advisers in multiple jurisdictions Experience in conducting and coordinating due diligence projects, including internationally. Effective time management and ability to remain calm when under pressure to meet deadlines An innovative mindset (supporting the use of technology to improve service delivery) Able to build productive peer group business relationships Enthusiastic team player - someone who enjoys working with others Ability to solve problems creatively and pragmatically Good commercial awareness of the wider context in which legal advice is given Ideally, you'll also have Project management skills, planning and prioritising work, meeting deadlines and monitoring own and team budget and time Ability to get up to speed quickly on technical and often challenging areas of law and be keen to continue developing legal skills and engage in new areas of work A proven ability to work with a wide range of stakeholders An inclusive and collaborative working style What We Look For This role is suitable for candidates who have worked in established law firms or in house legal departments and who are looking to progress their career by being part of a fast growing, Tier 1 ranked specialist team in a global organisation. We are looking for talented and motivated people, who want to continue to develop themselves and others when they join the firm. Ours is a diverse, dynamic and collaborative culture and this opportunity offers a chance to help play an important role in the next phase of our ambitious growth story. What Working At EY Offers We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Continuous learning: You'll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It's yours to build. Please note: Prior to finalising your application, you will be asked to provide personal information across several dimensions of diversity and inclusiveness. The information you provide is kept entirely confidential and will not be used to evaluate your candidacy. We collect this data to help us analyse our recruitment process holistically and implement actions that promote diversity and inclusiveness. While optional, we encourage you to provide this information to hold us accountable towards our goal of building a better working world. Read more about our commitment to diversity & inclusiveness here. EY Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. Select how often (in days) to receive an alert: EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.
Senior Administrator / Assistant Manager (9/10 month FTC)
CSC Global
Company description: The Senior Administrator/Assistant Manager, Private Clients will administer a portfolio of fiduciary structures in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Groups Guernsey regulatory licences. The Key Responsibilities for the role are noted below and as an Assistant Manager you will also be expected to underta click apply for full job details
Jan 04, 2026
Contractor
Company description: The Senior Administrator/Assistant Manager, Private Clients will administer a portfolio of fiduciary structures in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Groups Guernsey regulatory licences. The Key Responsibilities for the role are noted below and as an Assistant Manager you will also be expected to underta click apply for full job details

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