Our client is seeking an experienced Trust and Company Administrator to join their team. This full-time position is essential in supporting the client service teams to deliver outstanding client service. The successful candidate will play a vital role in managing a portfolio of client entities, ensuring all administrative files and financial records are well-maintained and up-to-date. Reporting to the Senior Trust Manager, the administrator will also ensure that the Senior Trust Manager is kept informed of relevant client matters and other issues requiring oversight. Compliance with national policies, regulations, and best practices is crucial, particularly relating to the Financial Services (Jersey) Law and related frameworks. The ideal candidate will possess strong administrative skills and a commitment to the highest standards of professionalism, making a positive impact in the Jersey financial services industry.
Job Duties:
- Be responsible for the daily administration of a portfolio of client entities, ensuring administrative files and financial records are in good order and up to date.
- Act on instructions provided by the Senior Trust Manager.
- Fulfil client requirements by delivering excellent service.
- Prepare for and attend client meetings and conference calls as required.
- Prepare detailed notes from client meetings and calls.
- Oversee or complete bank, investment manager, or third-party application forms.
- Complete minutes or resolutions from Trustee or Director considerations.
- Record time and complete timesheets daily.
- Deliver high-quality written and verbal communication to clients, intermediaries, and third parties as required.
- Ensure client statutory, regulatory, and tax filings are submitted by relevant deadlines applicable to their portfolio.
- Undertake continuing professional development to meet regulatory requirements, focusing on key issues in the Jersey financial services sector.
Job Requirements:
- Highly motivated with the ability to maintain discretion and confidentiality.
- Reliable and punctual, with experience working as a trust administrator or officer in a professional environment.
- Strong organisational abilities and capacity to multi-task and plan ahead.
- Basic IT awareness and proficiency in the use of MS Office (Outlook, Word, Excel).
- Sufficient Financial Crime awareness and understanding of financial crime prevention frameworks.
- Good written and verbal communication skills, alongside common sense and the ability to learn quickly.
- Strong interpersonal communication skills and capacity to handle detailed documentation.
- Methodical with an attention to detail and a focus on accuracy.
- Ability to build relationships and communicate effectively, maintaining an open, honest, and straightforward approach.
What You’ll Love:
This is an excellent opportunity to work for a reputable client committed to delivering exceptional service in the financial services industry. With a strong focus on professional development and compliance, you will enjoy a dynamic work environment where your contributions are valued. If you are looking to advance your career in trust administration while working with dedicated professionals, this role is an excellent fit for you.
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