Administrator - Private Clients

SelectRecruitment.je; Jersey Marine; On-site; GBP 30,000 - 42,000; Full time

Job summary

SelectRecruitment.je, on behalf of a leading international fiduciary business, is seeking an organised Trust Administrator to join a close-knit Private Client team in Wales/Jersey area. You will manage a varied portfolio of private client trust structures and deliver discreet, professional service to wealthy families and owner-managed businesses.

The role involves day-to-day administration, statutory returns, bank account openings and maintaining accurate client records, while liaising with

Qualifications

• Experience in trust or fiduciary administration.
• Strong eye for detail and proactive work style.
• Ability to work on own initiative and take ownership of tasks.

Responsibilities

• Support day-to-day administration of a portfolio of private client trust structures.
• Prepare and submit statutory returns.
• Assist with bank account openings and processing payments.
• Maintain accurate client records, including statements, safe custody and protector consents.
• Liaise with clients and build strong working relationships across the team.

Skills

Trust administration

Client relationship building

Attention to detail

Education

STEP or ICSA qualification

Job description

Are you an organised Trust Administrator looking for your next step? An exciting opportunity has arisen to join a close-knit Private Client team within a leading international fiduciary business. Working with wealthy families, family offices and owner-managed businesses, you will help manage a varied portfolio of trust structures, delivering a discreet and professional service throughout.

The successful candidate will be involved in:

• Supporting the day-to-day administration of a portfolio of private client trust structures
• Preparing and submitting statutory returns
• Assisting with bank account openings and processing payments
• Maintaining accurate client records, including bank statements, safe custody and protector consents
• Liaising regularly with clients and building strong working relationships across the team

This role would suit someone with previous experience in a trust or fiduciary administration role who enjoys taking ownership of their work. A keen eye for detail, a proactive approach and the confidence to work on your own initiative are essential. Ideally, you will hold or be working towards a STEP or ICSA qualification, and there is excellent support available to help you continue developing your career.