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We are recruiting a Client Reporting Officer to join our Guernsey team. The successful candidate will have overall responsibility for our Client Wealth Monitoring function and play a key role within the Client Reporting Team.


In this newly created role, the Client Reporting Officer will be accountable for monitoring and reporting on client assets and providing support to the wider team with client bookkeeping, preparation of financial statements, as well as tax and FATCA / CRS reporting.


Candidates should have proven experience in a wealth/asset monitoring role, preferably within trust and company administration, have up to date knowledge of accounting standards and practices and have excellent analytical skills and attention to detail.


If you are interested in finding out more about the role or applying, please email Lisa Le Ray, Head of People via lisa.leray@fort.group


The closing date for applications is Friday, 28 February 2025.

Client Reporting Officer

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Guernsey

Bordage House

Le Bordage

St Peter Port

Guernsey 

GY1 1BU

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Alderney

Millennium House

Ollivier Street

Alderney

GY9 3TD

Fort Management Services Limited

Registered in Guernsey

Company Registration No. 7396

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