• Full Time
  • Guernsey

Overall Purpose – To take responsibility for and ownership of a varied portfolio of client entities and provide general support to the Funds Team and the wider Belasko Group as required.

Indicative Activities 

Client Administration

  • Maintain secretarial, governance and transactional oversight and control of a cross section of client entities.
  • Maintain a high level of communication and interaction with clients, investors and advisors as required.
  • Maintain excellent client relationships.
  • Oversee transactions undertaken by client entities whilst involving the Manager and/or Director where necessary.
  • Lead on onboarding new client entities including preparation and collation of CDD, FATCA/CRS and Risk Assessment. Ensure client requests and ad hoc queries are dealt with efficiently.
  • Take responsibility for ad-hoc projects as requested.
  • Ensure secretarial and governance deadlines applying to client entities are met.
  • Contribute where appropriate to the oversight, control and development of policies, procedures and checklists relevant to the administration of client entities.
  • Manage the organisation of board meetings and review and/or preparation of relevant client entity board meeting packs, attendance at meetings and drafting or review of accurate minutes.
  • Overseeing transactions through to completion.
  • Review of statutory filings on the Guernsey Registry and UK Companies House.
  • Dissolution of entities.
  • Training, management and delegation of work to team members.
  • Authorised Signatory responsibilities (documentation and banking).
  • Liaison with client/Lawyers/Auditors/Directors/Banks/HMRC/Tax advisors/Suppliers.
  • Review work prepared by peers or junior team members as appropriate.

Payment Review and monitoring payment e-mails and managing status.

  • Promote a risk management culture within the business by proactively highlighting areas where improvements could be made.
  • Help facilitate accurate time keeping, billing and settlement of debt.
  • Other tasks as necessary.

Fund Function Management

  • Participate in and contribute to the Fund Team meetings.
  • Liaise with and maintain positive relationships with contact firms whether they undertake work on the Belasko Group and/or its client entities or not.
  • Identify opportunities to expand services to existing clients and new business opportunities.
  • Responsible for the management of a team and external client relationship.
  • Assist with the management of appraisals and ensure objectives are monitored. Provide regular feedback to individuals within the team both constructively and where expectations have not been met.

Preferred Qualifications & Experience

  • Experience working within Funds;
  • It is not essential but applicants holding or studying towards a financial services qualification would be preferred;
  • Familiarity with the Guernsey legal and regulatory environment and in particular the AML/CFT Handbook.


To apply for this job email your details to Emma.Swieton@belasko.com