Jersey-Based Private Client Trusts Administrator

Itchy Feet

Jersey Marine

Presencial

GBP 26.000 - 36.000

Jornada completa

Hace 7 días
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Descripción de la vacante

Itchy Feet is seeking an Administrator to join its Private Client team in Jersey on a permanent, full-time basis, with a 35-hour work week. The role involves managing a portfolio of private clients across various trust structures, requiring discretion and the ability to work independently to maintain a discreet, professional service.

You will collaborate with colleagues to handle administrative duties, act as a technical expert on client structures and regulatory requirements, and strive to

Formación

  • Experience in a similar role.
  • Studying towards or holding a professional qualification, ideally ICSA/STEP.
  • Ability to work independently and use own initiative.
  • Strong academic background.
  • Proactive and forward-thinking mindset.
  • Broad understanding of fiduciary products offered.

Responsabilidades

  • Collaborate with your team to manage a portfolio of private clients covering various trust structures.
  • Proactively take on additional responsibilities and administrative tasks as requested by your manager or clients.
  • Serve as a technical expert on client structures, including relevant regulatory requirements.
  • Be responsible and approachable when assigned tasks by senior team members.
  • Provide innovative ideas to improve the efficiency of daily tasks.
  • Drive personal development using available resources to achieve success.
  • Establish and maintain positive relationships with suppliers, colleagues, and clients.
  • Communicate openly and honestly with clients regularly, adhering to service level agreements.
  • Accurately record all time spent on client matters to ensure correct invoicing.
  • Produce and submit all necessary statutory returns.
  • Assist in the opening of bank accounts and processing payments.
  • Maintain bank statements, documentation, and safe custody records.

Conocimientos

Attention to detail
Independent worker
Discretion

Educación

ICSA/STEP qualification

Descripción del empleo

Itchy Feet is seeking an Administrator to join its Private Client team in Jersey on a permanent, full-time basis, with a 35-hour work week. The role involves managing a portfolio of private clients across various trust structures, requiring discretion and the ability to work independently to maintain a discreet, professional service.

You will collaborate with colleagues to handle administrative duties, act as a technical expert on client structures and regulatory requirements, and strive to

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