Assistant Trust Officer - Fiduciary Admin & Client Services

The Citco Group Limited; Saint Helier; On-site; GBP 30,000 - 38,000; Full time

Job summary

The Citco Group Limited in Jersey is seeking a client services administrator to manage a portfolio through onboarding to liquidation, including FATCA/CRS compliance and payment processing. This office-based role runs 9:00 to 17:15 at Grenville Street, St Helier.

You will ensure service quality through regular client contact, prioritise onboarding/closedowns, and support the board to meet financial targets. Strong organisation and communication skills are essential.

Qualifications

• At least 3 years of relevant industry experience.
• Strong attention to detail and accuracy.
• Committed to excellent client service and timely information sharing.
• Able to adapt to changing demands and responsibilities.

Responsibilities

• Manage a portfolio of clients from onboarding to liquidation, including FATCA and CRS and bank payments.
• Office-based role: 9am–5:15pm at Citco Jersey Limited, Grenville Street, St Helier.
• Ensure service quality and timely delivery through regular client contact.
• Prioritise onboarding/closedowns as urgent when required.
• Support the board to meet financial targets, e.g. raise invoices for time spent outside fixed fees.
• Adhere to Citco policies, procedures and internal controls.
• Assist accounts with receivables to help MD meet targets.
• Coordinate with accounts prep teams to prepare financial statements and tax returns; arrange signing/minuting/file filing.
• Maintain diary prompts to chase outstanding matters; manage filing, shredding, scanning, etc.
• Follow established work standards; complete weekly timesheets and submit by 11am Monday.

Skills

Attention to detail

Excellent communicator

Highly organised

Adaptable

Team player

Tools

Microsoft Office

Job description

The Citco Group Limited in Jersey is seeking a client services administrator to manage a portfolio through onboarding to liquidation, including FATCA/CRS compliance and payment processing. This office-based role runs 9:00 to 17:15 at Grenville Street, St Helier.

You will ensure service quality through regular client contact, prioritise onboarding/closedowns, and support the board to meet financial targets. Strong organisation and communication skills are essential.