Administrator

CSC; Saint Helier; On-site; GBP 30,000 - 55,000; Full time

Job summary

CSC Private Client in Jersey seeks an organised administrator to manage a portfolio of private clients across trust structures, working closely with your team to deliver discreet, professional service.

The role requires attention to detail, independence, and proactive ideas to improve daily processes; experience in fiduciary products and studying towards STEP/ICSA preferred.

Qualifications

• Experience in fiduciary administration and private client environments.
• Ability to work independently with discretion and professionalism.
• Proactive approach to improving daily tasks and processes.
• Understanding of fiduciary products and CSC services.
• Strong academic credentials and commitment to professional development.

Responsibilities

• Collaborate with the team to manage a portfolio of private clients across trust structures.
• Proactively take on additional administration tasks as required by managers or clients.
• Serve as a technical expert on client structures and regulatory requirements.
• Take ownership of tasks and work with a senior team member.
• Provide ideas to improve efficiencies of daily tasks.
• Develop relationships with suppliers, colleagues and clients.
• Maintain accurate records for client matters and invoicing.
• Assist in opening bank accounts and processing payments.

Skills

Experience in a similar role

Independence

Proactive & forward thinking

Fiduciary products understanding

Strong academic background

Education

Professional qualification (ICSA/STEP)

Job description

CSC Private Client is a specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team to assist in managing a portfolio of private clients covering a variety of trust structures. This role requires good attention to detail and the ability to deal with tasks independently ensuring a discreet and professional service to our clients.

Some of the things you will be doing:

• Collaborate with your team to assist in managing a portfolio of private clients, covering a variety of trust structures
• Pro-actively take on additional responsibilities and administration tasks as required by your manager or clients
• Be a technical expert on client structures, including any regulatory requirements that are applicable
• Be responsible and approachable when given tasks by a senior team member
• Provide new, innovative ideas on how to improve the efficiencies of daily tasks
• Drive personal development using all the resources available at CSC to achieve success
• Take care of, and establish good relationships with all suppliers, colleagues and clients
• Communicate openly and honestly with clients on a regular basis, within the CSC’s SLA agreement
• Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced
• Produce and submit all statutory returns
• Assist in the opening of bank accounts and the processing of payments
• Maintain bank statements, doc perm and safe custody duplication and protector consent records

What skills, qualifications, and experience do you need?

• Experience in a similar role
• Studying towards/hold a professional qualification, ideally ICSA/STEP
• Be able to deal with tasks independently & use own initiative
• Strong academic background
• Be proactive and forward thinking
• Broad understanding of the wide range of Fiduciary products offered by CSC