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Senior Trust Administrator - Part Time - Jersey

Purpose of Role Summary:

To assist with the administration of a portfolio of private clients, including trusts and companies, under the supervision of the Manager, working 20- 25 hours per week.

Key Responsibilities:

  • Always strive for excellent client service and delivery
  • Inputting payments, preparing checklists and back up documentation and ensuring these are authorised in the appropriate timeframe
  • Dealing with a varied range of queries/projects assigned by the manager or from intermediaries
  • Reviewing minutes and documents for execution and liaising with the company secretarial department
  • To produce and provide high-quality documents such as account opening forms, due diligence packs and relevant checklists
  • To meet task deadlines
  • Assisting with onboarding new clients by populating forms and liaising with internal departments as necessary
  • Communicating with intermediaries by email, telephone and face-to-face meetings
  • Assistance with the preparation of monthly/quarterly reporting
  • Assistance with FATCA / CRS Reporting

Key Competences / Skills / Experience / Behaviours Required

  • A minimum of 3-5 years experience working in a private client trust and company environment
  • Always striving for excellent client service and delivery
  • A high level of tact, diplomacy and confidentiality is essential due to the nature of the work
  • Strong analytical skills are essential, with accurate and timely completion of work
  • Ability to be proactive with very close attention to detail to ensure work is of a consistently high standard
  • Exceptional administrative, analytical and organisational skills are essential, with accurate and timely completion of work
  • Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels

Private Client

Jersey

2633

 

Private Client

Jersey

2633

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