Our client is seeking a Senior Officer to join their Private Wealth division on a full-time, permanent basis based in Jersey. This position offers a broad and varied role administering international private client structures. You will work closely with senior management to deliver a high standard of trust and corporate administration services, ensuring compliance, risk management, and client satisfaction. Occasional travel to client or other office locations may be required.
Job Duties:
- Perform a wide range of trust and corporate administration tasks to a high standard and within set deadlines
- Support senior management in the daily administration of private wealth client portfolios
- Attend and minute client meetings, deputising for management when required
- Maintain proper and orderly client records and assist with project work as required
- Understand and interpret legal documents relating to trust and company structures
- Maintain a working knowledge of tax, legal, and regulatory matters affecting trust company business in Jersey and other relevant jurisdictions
- Collaborate with team members to ensure all administrative tasks are delivered efficiently and in line with policies and procedures
- Provide technical guidance and support to junior staff, sharing knowledge and best practices
- Proactively identify and address potential risks and escalate matters where appropriate
- Contribute to the achievement of team debtor targets and other performance metrics
- Deliver exceptional client service, responding to correspondence promptly and professionally
- Develop and maintain strong relationships with clients and intermediaries, identifying opportunities to enhance client retention and service offering
- Ensure compliance with internal controls, policies, procedures, and regulatory requirements
- Monitor and contribute to continual process improvement and operational effectiveness
- Support the maintenance of CPD and ensure ongoing professional and technical development
- Actively promote a client-focused and collaborative culture within the team
Job Requirements:
- ICSA or STEP Diploma qualified or other relevant professional qualification
- Member of a relevant professional institute
- Evidence of continued professional development
- Minimum of 5 years’ trust administration experience
- Sound understanding of fiduciary duties and responsibilities
- Familiarity with Jersey’s financial services legislation and trust company regulations
- Knowledge of industry best practices in trust and company administration
- Good understanding of taxation principles affecting trusts and structures
- Excellent written and verbal communication skills
- Strong organisational and time management abilities
- High level of accuracy and attention to detail
- Good analytical and numerical skills
- Ability to multitask and meet deadlines in a high-pressure environment
- Self-motivated with a professional and methodical approach to work
- Strong interpersonal skills and a collaborative team player
- Competent in Microsoft Office applications, including Word, Excel, and Outlook
What You’ll Love:
This is an exciting opportunity to join a client-focused firm with a strong reputation in the private wealth sector. You will work alongside knowledgeable professionals, gain exposure to complex structures, and develop your technical skills while enjoying a supportive and progressive working environment.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
