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Junior Administrator

Ref: 36786

This role entails working closely with Client Directors and their team within the Client Services function of a Trust Company. The position is focused on ensuring all client service functions are delivered efficiently and on a timely basis. The role involves assisting in the administration of a portfolio of trusts, companies, and foundations, which includes liaising with clients, banks, and investment managers as necessary. The successful candidate will maintain a comprehensive understanding of the company's policies and procedures, ensuring adherence to all relevant legislation and regulations, particularly concerning anti-money laundering and countering the financing of terrorism laws. They will actively engage in risk management practices, ensuring that their work aligns with the standards expected by the organisation. Additionally, individuals will participate in the review processes for client activities and transactions, gaining valuable experience across various client engagements. The position also includes responsibilities for documenting new business, preparing accurate minutes for transactions, and managing personal development in line with set objectives.

Job Duties:

  • Assisting in the administration of a portfolio of trusts, companies, and foundations, liaising with clients, banks, and investment managers as needed.
  • Maintaining an understanding of the organisation’s policies, procedures, and codes of conduct.
  • Ensuring compliance with applicable legislation, particularly AML/CFT laws.
  • Engaging in risk management practices in line with the organisation’s Risk Appetite.
  • Participating in the DayBox process for client activities and transactions review.
  • Collaborating with the Client Group to complete new business documentation and onboarding.
  • Assisting in preparing accurate minutes for client entity transactions.
  • Charging time daily and accurately using PlainSail, and meeting chargeable time targets.
  • Carrying out cash collections effectively and in a timely manner.
  • Taking responsibility for personal development, meeting CPD requirements as aligned with annual performance objectives.
  • Championing and modelling the organisation's values and behaviours.

Job Requirements:

  • Willingness to work towards a Table 5 qualification.
  • Based in Jersey.
  • A keen interest in developing knowledge of relevant regulatory requirements applicable to Trust Company Business in Jersey.
  • High standard of oral and written communication skills.
  • Attention to detail and a high level of accuracy.
  • An analytical and enquiring mindset.
  • Strong task and diary management skills with a focus on completion and delivery.
  • Good interpersonal skills and the confidence to engage with individuals at all levels.

What You’ll Love:

This role provides an opportunity to be part of a dynamic team that is passionate about delivering outstanding client service. You will work in a supportive environment, where personal and professional growth is encouraged, and where various avenues for training and skill development are readily available. You will play an integral part in maintaining the organisation's reputation for excellence in client care and service delivery. The company values flexibility and promotes a collaborative culture that fosters strong relationships with clients and colleagues alike.

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