About the role:
Looking for a talented and motivated Administrator to join our Private Client team in Jersey. In this role, you will be responsible for managing a portfolio of trust and company structures, ensuring high standards of administration and compliance with company policies.
Responsibilities:
- Responsibility for the administration of a portfolio of trust and company structures including those of a complex nature.
- To review annual accounts on client portfolio and work with bookkeepers and accountants to ensure correct information recorded.
- To maintain the highest standards of administration including the periodic production of reports/analyses to third parties.
- To review periodic reports produced by professional advisers before approval by directors or trustees for submission to third parties.
- To drafting/preparing documents i.e. minutes/resolutions/small agreements etc., as and when appropriate.
- To liaise with investment advisers, asset managers and other professional advisers.
- To attend client meetings and be expected to develop a close working relationship with such clients.
Requirements:
- Proven experience, ideally in trust and company administration, financial services or legal services environment.
- Be pro active and forward thinking
- Be able to use your initiative when handling tasks and be committed and driven to achieving excellence for yourself and our clients
- Excellent communication skills.
- Studying towards an appropriate qualification STEP, CGI or equivalent.