Administrator, Private Client

This role is an essential part of the administration function within a diverse and dynamic business. The Administrator will play a pivotal role in establishing and developing client relationships, thereby enhancing the company’s reputation as a client-focused organisation that meets and exceeds expectations. Responsibilities include the administration of a portfolio comprising companies, trusts, and other entities, ensuring compliance with relevant laws and the high standards of service set by the Trust Manager and Client Director. The position requires effective collaboration with the administration and client management team and involves various tasks such as preparing draft minutes and resolutions, coordinating payments, and assisting with client statutory records. The Administrator will be expected to maintain an awareness of "Money Laundering" and "Customer Due Diligence" issues, while also ensuring that time is accurately recorded in the billing system. Additionally, the role may require occasional duties as needed, aligned with the evolving nature of the function, always displaying adherence to the company’s vision and values.

Job Duties:

• Provide assistance to the administration and client management team.
• Prepare draft minutes and resolutions for entities under management, including companies, trusts, and foundations.
• Coordinate payments on electronic banking systems and by written instruction, ensuring sufficient funds and full documentation for authoriser(s).
• Assist with the updating of client statutory records and databases/registers.
• Aid in the opening of bank accounts, including minute preparation.
• Address any concerns related to "Money Laundering" and "Customer Due Diligence".
• Complete and input time into the time billing system daily.
• Carry out any additional duties as required, aligned with the role and team requirements.
• Uphold the company’s vision and values in all aspects of the role.

Job Requirements:

• Minimum of 5 GCSEs (or equivalent) with English and Mathematics at Grade C or above.
• At least 1 year of experience in an administrative role, preferably within Fiduciary Services.
• Willingness to pursue a relevant Professional Qualification (e.g. STEP, CGI, ACCA).
• Basic understanding of Corporate and Trust Structures.
• Familiarity with Jersey AML legislation as it pertains to the role.
• Proficient IT skills, including experience with Microsoft Outlook, Word, and Excel.
• Strong written and verbal communication skills.
• Attention to detail and ability to work accurately.
• Flexible attitude and willingness to assist team members as needed.
• Good time management, prioritisation, and organisational skills.
• Demonstrated drive, ambition, and willingness to learn.
• Proactive work approach and ability to work independently.
• Basic understanding of Trust and Company accounting, including double-entry bookkeeping.

What You’ll Love:

​​​​​​​This role offers the opportunity to actively contribute to maintaining and enhancing the jurisdiction's reputation. The role allows for collaboration within a supportive environment where skills in regulatory oversight, policy creation, and risk-based supervision can be developed. The organisation places a high value on professional growth, providing ample opportunities for training and career development.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here