Private Client Associate: Trust & Company Admin

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 40,000 - 55,000; Full time

Benefits offered by this job

Opportunity for professional growth

Training and career advancement

Job summary

A private client services firm is looking for a dedicated Associate in St Helier, Jersey. This full-time role involves providing professional trust and company administration services, ensuring compliance with internal policies while managing a diverse portfolio. Responsibilities include tax return preparation, client interaction, and overseeing accounting records. The ideal candidate has at least 2 years of experience in trust administration and a strong technical background in local laws. The firm values professional growth and offers training opportunities.

Qualifications

• Minimum of two years' experience in trust and company administration or a financial services environment.
• Strong technical knowledge of local company and trust laws and regulations.
• Excellent IT skills.

Responsibilities

• Administer a portfolio of trusts, companies, and/or other entities.
• Ensure compliance with statutory requirements.
• Complete tax returns and manage tax liabilities.
• Handle client correspondence and maintain client files.
• Oversee accounting records and annual accounts preparation.
• Attend to the billing process and review billing summaries.
• Monitor aged debt positions and liaise with the Finance Department.

Skills

Interpersonal skills

Attention to detail

Technical knowledge of local laws

IT skills

Education

A level or degree

Professional qualification at Certificate Level (e.g. CGI/STEP)

Job description

A private client services firm is looking for a dedicated Associate in St Helier, Jersey. This full-time role involves providing professional trust and company administration services, ensuring compliance with internal policies while managing a diverse portfolio. Responsibilities include tax return preparation, client interaction, and overseeing accounting records. The ideal candidate has at least 2 years of experience in trust administration and a strong technical background in local laws. The firm values professional growth and offers training opportunities.