Our client is seeking a proactive and detail-oriented Officer to join their Private Wealth team on a full-time, permanent basis. Based in Jersey, this role involves administering a portfolio of private client structures, supporting the delivery of high-quality client service, and maintaining effective working relationships across the business. This is a fantastic opportunity for someone with a minimum of two years' trust experience who is working towards or has completed a relevant professional qualification.
Job Duties:
- Administer a portfolio of trusts and companies efficiently and in line with internal policies.
- Deliver timely, accurate, and high-quality financial administration services.
- Provide support to Senior Officers and the Management Team in all areas of client administration.
- Prioritise tasks and manage time effectively across day-to-day responsibilities.
- Liaise with internal and external stakeholders to support strong client relationships.
- Maintain up-to-date technical knowledge, ensuring CPD requirements are met.
- Take ownership of personal professional development and seek feedback to improve performance.
- Ensure prompt and clear client correspondence, aiming to exceed expectations.
- Maintain accurate client records and adhere to internal procedures at all times.
- Contribute to project work and continuous improvement initiatives as required.
- Identify and escalate any risk or compliance issues and respond to compliance queries in a timely manner.
- Promote and demonstrate Group values in all client and team interactions.
Job Requirements:
- Minimum of 2 years’ experience in trust administration.
- Working towards or holding STEP Foundation Certificate or ICSA Certificate in Offshore Finance and Administration.
- Ideally a member of a relevant professional institute.
- Evidence of continued professional development.
- Solid understanding of fiduciary responsibilities and Jersey finance industry regulations.
- Ability to manage and prioritise a varied workload under pressure.
- Strong written and verbal communication skills.
- Good analytical and numerical ability.
- Excellent organisational skills and attention to detail.
- Proficient in Microsoft Office, including Word, Excel and Outlook.
- A reliable, professional, and methodical approach to work.
- Enthusiastic team player with strong interpersonal skills and a proactive attitude.
What You’ll Love:
You will be part of a collaborative, forward-thinking environment where professional development and high standards of service are key. Our client places strong emphasis on authenticity, teamwork, and continuous improvement, providing the support and flexibility needed to help you thrive in a dynamic fiduciary setting.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
