Our client is seeking a Trust Administrator to support their client service teams in delivering exceptional client service through comprehensive and professional administrative capabilities. This role is crucial in ensuring that the Client Services Director is well-informed of all client matters and other issues requiring their attention. The successful candidate will comply with the firm’s internal policies and procedures, as well as the Financial Services (Jersey) Law and related regulations. This position requires a motivated and detail-oriented individual to manage and administrate a portfolio of client entities. There is a strong emphasis on delivering excellent client service and maintaining accurate records. The Trust Administrator will also engage in professional development to stay updated with key issues pertaining to the Jersey financial services industry. This is a full-time position with an opportunity for career advancement within a reputable financial services environment.
Job Duties:
- Responsible for the administration of entities within the CSD book.
- Manage the day-to-day administration of client entities, ensuring all administrative files and financial records are maintained to a high standard.
- Act on instructions from the Client Services Director (CSD).
- Fulfil client requirements to deliver excellent client service.
- Prepare for and attend client meetings and conference calls as required.
- Compile detailed notes from client meetings and conference calls attended by the CSD.
- Oversee or complete bank, investment manager, or third-party application forms.
- Draft minutes or resolutions from Trustee or Director discussions.
- Record time diligently and complete timesheets on a daily basis.
- Provide high-quality written and verbal communication to clients, intermediaries, and third parties.
- Ensure client statutory, regulatory, and tax filings are submitted by applicable deadlines.
- Undertake continuing professional development to meet regulatory requirements and enhance knowledge of the financial services sector in Jersey.
Job Requirements:
- Highly motivated with a strong sense of discretion and confidentiality.
- Reliable and punctual, with experience working as a trust administrator or officer in a professional environment; familiarity with employee benefit trusts is advantageous.
- Strong organisational skills, capable of multi-tasking and forward planning.
- Proficient in Microsoft Office (Outlook, Word, Excel) with a degree of IT awareness.
- Awareness of financial crime prevention frameworks and regulatory obligations.
- Excellent written and verbal communication skills, with good common sense and ability to absorb tasks quickly.
- Strong interpersonal skills and the ability to manage detailed documentation.
- Methodical with a keen attention to detail and accuracy.
- Capable of building effective relationships and communicating openly and honestly.
What You’ll Love:
Our client offers a stimulating work environment that values employee development and professional growth. You will be part of a dedicated team focused on delivering exceptional service to clients while enhancing your knowledge in the financial services industry. The role provides opportunities to engage with diverse client entities and develop critical skills in trust administration. Our client is committed to creating a supportive workplace culture that encourages innovation and collaboration. Joining this team means you will have a direct impact on client satisfaction while advancing your career in a reputable organisation.
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