Assistant Trust Manager

HSBC; Saint Helier; On-site; GBP 32,000 - 45,000; Full time

Job summary

HSBC in Jersey is seeking a Trust Administrator to support day-to-day administration of a portfolio of trusts and related entities, delivering accurate paperwork, responsive service and strong governance.

You will keep trust records, prepare routine admin documents, coordinate expense payments, and liaise with clients, beneficiaries and advisers to ensure information flows smoothly. This on-site role requires good Microsoft Office skills, organisational ability and discretion.

Qualifications

• Interest in trust administration and willingness to learn about trust documents, and legal and tax processes.
• Experience with Microsoft Office tools (Excel, Outlook).
• Ability to organise and prioritise multiple tasks and deadlines.
• Ability to build trust with clients and advisers; handling sensitive conversations professionally.

Responsibilities

• Keep trust and entity records accurate, complete and up to date, so information is easy to find and reliable.
• Prepare routine administration documents (for example, resolutions, minutes, letters and supporting papers) and coordinate reviews and sign-off within agreed authority levels.
• Coordinate the payment of trust/structure expenses, checking that costs are appropriate, correctly coded/allocated, and properly evidenced.
• Handle day-to-day communications with clients and beneficiaries, providing clear updates, gathering information, and resolving queries or passing them to the right person quickly.
• Act as a regular point of contact for professional advisers and service providers (for example, lawyers, tax advisers, investment/property managers and corporate service providers), keeping information moving and expectations aligned.
• Update client due diligence and ongoing monitoring information, identify gaps or changes (including potential red flags), and escalation concerns in line with policy.
• Spot recurring issues (for example, missing documents or repeated errors) and suggest practical improvements that reduce rework and improve service quality.
• Support periodic reviews and audits by providing timely information and maintaining clear supporting evidence.

Skills

Trust administration

Stakeholder communication

Organisational skills

Attention to detail

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Office

Job description

If you’re looking for a career that will help you stand out, join HSBC, and fulfil your potential - whether you want a career that could take you to the top, or an exciting new direction, we offer opportunities, support and rewards that will take you further.

We’re one of the largest banking and financial services organisations in the world, with a network that covers more than 50 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people fulfil their hopes and realise their ambitions.

We are currently seeking a motivated individual to join our team in the role ofTrust Administrator.

The Trust Administrator will support the day-to-day administration of a portfolio of trusts and related entities (including structures with underlying companies and pensions), delivering accurate paperwork, responsive service, and strong governance.

In this role you will:

• Keep trust and entity records accurate, complete and up to date, so information is easy to find and reliable.
• Prepare routine administration documents (for example, resolutions, minutes, letters and supporting papers) and coordinate reviews and sign-off within agreed authority levels.
• Coordinate the payment of trust/structure expenses, checking that costs are appropriate, correctly coded/allocated, and properly evidenced.
• Handle day-to-day communications with clients and beneficiaries, providing clear updates, gathering information, and resolving queries or passing them to the right person quickly.
• Act as a regular point of contact for professional advisers and service providers (for example, lawyers, tax advisers, investment/property managers and corporate service providers), keeping information moving and expectations aligned.
• Update client due diligence and ongoing monitoring information, identify gaps or changes (including potential red flags), and escalation concerns in line with policy.
• Spot recurring issues (for example, missing documents or repeated errors) and suggest practical improvements that reduce rework and improve service quality.
• Support periodic reviews and audits by providing timely information and maintaining clear supporting evidence.

To be successful in this role you should meet the following requirements:

• An interest in trust administration and be willing to learn about trust documents, and legal and tax processes
• Have basic / intermediate experience of Microsoft office tools e.g. Excel, Outlook
• Ability to organise and prioritise multiple tasks and deadlines, keeping stakeholders informed.
• Ability to build trust with clients and advisers; handling sensitive conversations professionally.

Opening up a world of opportunity.

This is an on-site, office based positionin Jersey, Channel Islands

#LI-HSBC

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk via [e-mail]