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Senior Trust Administrator

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
 

Private Client

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