Junior Private Wealth Administrator — Varied Exposure & Growth

Ogier Legal Limited

Saint Helier

On-site

GBP 21,000 - 32,000

Full time

10 days ago
Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Ogier Legal Limited, Jersey, is seeking a Trainee Administrator in Private Wealth. You will support senior team members in administering a portfolio of Trusts, Companies, Foundations and asset structures for UHNW individuals, families and charities.

Key duties include minutes and resolutions, bank payments, records management, and AML/compliance. The role offers varied exposure in a flexible Private Wealth team environment.

Qualifications

  • Willingness to study toward professional qualification (CGI or STEP).
  • Previous admin experience or interest in corporate admin.
  • Excellent written and verbal communication.
  • Proficient in MS Office; Viewpoint experience is a plus.
  • Independent, proactive, and detail-oriented.
  • Strong organizational skills and client focus.
  • Committed to excellence for self, client and team.

Responsibilities

  • Assist in formation and ongoing administration of Trusts, Companies, Foundations, and asset structures.
  • Prepare minutes, resolutions and documentation; manage statutory filings.
  • Process payments, reconcile logs, and obtain approvals.
  • Support process improvements and client service initiatives.
  • Ensure compliance with AML and internal policies.
  • Undertake project work assigned by the manager.

Skills

Attention to detail
Excellent communication
MS Office
Independent work
Client focus
Willing to study toward STEP/CGI
Organizational skills

Education

CGI or STEP qualification encouraged

Tools

Viewpoint

Job description

Ogier Legal Limited, Jersey, is seeking a Trainee Administrator in Private Wealth. You will support senior team members in administering a portfolio of Trusts, Companies, Foundations and asset structures for UHNW individuals, families and charities.

Key duties include minutes and resolutions, bank payments, records management, and AML/compliance. The role offers varied exposure in a flexible Private Wealth team environment.

Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Aspiring Private Wealth Administrator – Jersey
Aspiring Private Wealth Administrator – Jersey

Ogier • Saint Helier

On-site
GBP 32,000 - 42,000
Trainee Administrator - Private Wealth
Trainee Administrator - Private Wealth

Ogier Legal Limited • Saint Helier

On-site
GBP 21,000 - 32,000
Trainee Administrator - Private Wealth
Trainee Administrator - Private Wealth

Ogier • Saint Helier

On-site
GBP 32,000 - 42,000
Private Wealth Trainee & Admin - Mentoring & Growth
Private Wealth Trainee & Admin - Mentoring & Growth

Jersey Finance Limited • United Kingdom

On-site
GBP 25,000 - 35,000
Trainee Trust Administrator – Grow in Private Wealth Admin
Trainee Trust Administrator – Grow in Private Wealth Admin

jobs.jerseyeveningpost.com-job boards • United Kingdom

On-site
GBP 22,000 - 28,000
Private Wealth Trainee Associate – Family Office
Private Wealth Trainee Associate – Family Office

jobs.jerseyeveningpost.com-job boards • United Kingdom

On-site
GBP 21,000 - 30,000
Private Wealth Trainee: Family Office & Trust Admin
Private Wealth Trainee: Family Office & Trust Admin

Island of Jersey • Jersey Marine

On-site
GBP 21,000 - 28,000
Trainee Associate, Private Wealth & Family Office
Trainee Associate, Private Wealth & Family Office

Island of Jersey • Jersey Marine

On-site
GBP 21,000 - 28,000
Senior Trust Administrator, Private Client Services
Senior Trust Administrator, Private Client Services

jobs.jerseyeveningpost.com-job boards • United Kingdom

On-site
GBP 32,000 - 52,000
Senior Administrator - Real Estate
Senior Administrator - Real Estate

Ogier • Saint Helier

On-site
GBP 30,000 - 38,000