Purpose of the role:
To administer a portfolio of client entities working within a small team of private client specialists, primarily alongside a Client Director and Board Director.
Responsibilities:
- Maintain and administer a portfolio of clients and ensure those clients are administered in accordance with the terms of the trust deeds and/or corporate documents as applicable and professional legal/tax advice given
- Attending client meetings and preparing file notes of the same
- Liaising directly with clients, intermediaries, investment managers, bankers and advisors
- Undertake client file reviews
- Ensure that all action points arising from reviews and risk escalations are managed proactively
- Preparation of minutes
Skills required:
- A minimum of 5 years’ experience working in a Private Client role within the Jersey trust industry, with a minimum of 3 years at Administrator/Senior Administrator level
- Must have entitled to work status in Jersey (i.e. minimum 5 years in Jersey)
- Fully qualified to meet Category C requirements as described in the JFSC Codes of Practice for TCB
- Good organisational and communication skills