Private Client Trusts Administrator – Jersey

CSC; Saint Helier; On-site; GBP 30,000 - 38,000; Full time

Job summary

CSC Private Client is a specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team to assist in managing a portfolio of private clients covering a variety of trust structures.

This role requires good attention to detail and the ability to deal with tasks independently ensuring a discreet and professional service to our clients.

Qualifications

• Experience in a similar role within private client or fiduciary services.
• Studying towards/holding ICSA/STEP preferred.
• Ability to work independently with initiative.
• Strong academic background and professional approach.

Responsibilities

• Collaborate with your team to assist in managing a portfolio of private clients across trust structures.
• Pro-actively take on additional responsibilities and administration tasks.
• Be a technical expert on client structures including regulatory requirements.
• Be responsible and approachable when given tasks by a senior team member.
• Provide new ideas to improve daily task efficiencies.
• Drive personal development using CSC resources to achieve success.
• Maintain relationships with suppliers, colleagues and clients.
• Communicate openly with clients within CSC's SLA.
• Accurately record time spent on client matters for invoicing.
• Produce and submit all statutory returns.
• Assist in opening bank accounts and processing payments.
• Maintain bank statements, doc perm and safe custody records.

Skills

Experience in a similar role

ICSA/STEP qualification

Independent & initiative

Strong academic background

Education

ICSA/STEP qualification

Job description

CSC Private Client is a specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team to assist in managing a portfolio of private clients covering a variety of trust structures.

This role requires good attention to detail and the ability to deal with tasks independently ensuring a discreet and professional service to our clients.