Trainee Trust Administrator

With continued growth across the Bourse Group, we’re always on the lookout for bright individuals to join the team and we are currently looking for a Trainee Trust Administrator to join Bourse Trust Company Limited, where we provide private wealth services covering family office, trusts, employee benefit trusts, foundations and company management.  We also provide individual and company pension administration services.

Trainee Trust Administrator is responsible for assisting in the administration of a range of trust and company arrangements in accordance with Guernsey laws and regulations. This is an entry-level role for a professional to gain comprehensive experience within a Guernsey-based trust company.

The role holder will receive ongoing training and support as they develop knowledge and expertise in trust pension administration, eventually progressing to managing client portfolios independently.

Trust & Company Administration Support

• Assist with the day-to-day administration of trusts, companies and foundations, including the maintenance of client records and the preparation of correspondence.

• Prepare payments on various banking platforms.

• Prepare routine/standard minutes.

• Prepare and distribute standard correspondence under the supervision of senior team members.

• Maintain accurate and up-to-date records on clients (and other contacts), trust and company assets, etc on the company database (5-series).

• Assist with scanning, and with the filing of documents and emails.

• Assist with compliance tasks, including the collection and processing of CDD (Customer Due Diligence) documentation.

• Support the preparation and filing of regulatory forms as required by the Guernsey Financial Services Commission (GFSC).

• Record chargeable time on company database.

Client Communication and Relationship Management

• Respond to routine client queries, ensuring high levels of customer service and professionalism.

Compliance and Regulatory Adherence

• Ensure all administrative processes comply with relevant legislation, regulatory requirements, and company policies.

• Assist in conducting regular reviews of client accounts to ensure regulatory and legal requirements are met.

• Develop an understanding of Guernsey’s fiduciary responsibilities, tax regulations, and pension laws.

Educational Requirements: A minimum of GCSEs or equivalent, including strong grades in English and Mathematics. A-Level candidates will be preferred.

Professional Development: Interest in pursuing professional qualifications such as ICSA, STEP, or relevant pension certifications.

Experience: Previous office experience or an internship in a financial, legal, or administrative role is preferred but not essential.

At Bourse we pride ourselves on the calibre of our staff and collaborative teamwork. We provide a great benefits package which includes pension contributions, private healthcare cover and discretionary bonus. 

We are committed to helping our staff reach their full potential by supporting them with training and development opportunities, and we therefore encourage our staff to study for a relevant professional qualification for which we normally cover costs and provide study leave. 

Bourse takes an inclusive approach to hiring and is a positive place to work, welcoming those who want to make a beneficial impact within our organisation, for our clients and in our communities.

To apply for this position, please send your CV and covering email to karen.mitchener@bourse.gg