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Trainee Trust Administrator - Jersey

Purpose of Role Summary:

To assist with the administration of a portfolio of private client trusts and companies under the supervision of the Manager.

Key Responsibilities:

  • Preparing payment packs and making payments
  • Bookkeeping under the supervision of a Senior Administrator/Assistant Manager
  • Assistance with the preparation of trust and company accounts under the supervision of a Senior Administrator/Assistant Manager
  • Scanning and collation of documents required for new investments and accounts
  • Communicating with intermediaries by email, letter and telephone
  • Assistance with the preparation of reporting to clients
  • To ensure that timesheets are completed on a daily basis

Key Competences / Skills / Experience / Behaviours Required

  • Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels
  • Well organised - with accuracy and timely completion of work
  • Good administrative skills are required
  • Strong numeracy skills are essential
  • Ability to adapt to a variety of work on a number of clients
  • Flexible, with the ability to work to time pressures and react calmly to changing demands

Private Client

Jersey

2630

 

Private Client

Jersey

2630

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