Senior Trust Administrator

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading client-focused company is seeking a Senior Administrator in St Helier. In this full-time role, you'll leverage your extensive experience in the Jersey trust industry to manage client portfolios and ensure compliance. You'll work within a supportive team, with a focus on career development and client care, contributing significantly to the firm's success.

Benefits

Professional and supportive environment

Opportunities for career development

Continuous learning and team support

Qualifications

• Minimum five years’ experience in a Private Client role in the Jersey trust industry.
• Strong organisational and communication skills required.
• Knowledge of trust and company law, understanding of UK tax issues essential.

Responsibilities

• Manage client portfolios, ensuring compliance with trust deeds and corporate documents.
• Attend client meetings and prepare file notes.
• Assist in generating new business enquiries.

Skills

Organisational skills

Communication skills

Knowledge of Jersey trust law

Understanding of UK tax issues

Risk awareness

Education

Category C qualification under JFSC Codes of Practice

Job description

Our client is seeking a Senior Administrator to join their team based in St Helier. The successful candidate will manage a portfolio of clients, ensuring compliance with trust deeds and corporate documents, and maintain adherence to professional legal and tax advice. This is a full-time position requiring at least five years' experience in the Jersey trust industry, with a minimum of three years at the Administrator or Senior Administrator level. The role involves direct interaction with clients and intermediaries, and provides an opportunity to assist in new business generation.

Job Duties

• Manage a portfolio of clients in accordance with trust deeds, corporate documents, and professional legal/tax advice.
• Attend client meetings, prepare file notes, and liaise directly with clients, intermediaries, investment managers, bankers, and advisors.
• Assist in generating new business enquiries and undertake client file reviews.
• Proactively manage action points from client reviews and risk escalations.
• Prepare minutes and monitor clients' cash requirements.
• Prepare client reviews with regard to Client Due Diligence (CDD) and respond to client queries.
• Ensure regular review and collection of outstanding aged debts in liaison with the finance department.
• Provide guidance and support to administrators within the team.
• Participate in internal committees or sub-committees introduced by the board.
• Ensure compliance with internal policies, procedures, and current legislation, including the TCB Codes of Practice.
• Attend Continuous Professional Development (CPD) training in line with regulatory requirements.
• Complete any additional tasks as requested by the board or committee within agreed timeframes.
• Ensure all clients are administered according to the Procedure and Policy Manual (PPM) and Anti-Money Laundering (AML) manuals.

Job Requirements

• A minimum of five years' experience in a Private Client role within the Jersey trust industry, with at least three years at Administrator/Senior Administrator level.
• Entitled to work in Jersey (minimum five years' residency).
• Fully qualified to meet Category C requirements under the JFSC Codes of Practice for Trust Company Business (TCB).
• Strong organisational and communication skills.
• Knowledge of Jersey trust, company, foundation, and limited partnership law, and an understanding of UK tax issues, financial markets, and the global economy.
• General awareness of risk issues in a fiduciary context.
• Ability to work under pressure and meet tight deadlines.
• Willingness to travel as business needs dictate.

What You'll Love:

Our client offers a professional and supportive environment, with a strong focus on client care and teamwork. You'll work alongside experienced professionals, providing guidance and leadership to your team. The role also provides opportunities for career development and continued learning. If you meet the requirements and are ready to contribute to this dynamic team, we look forward to receiving your application.

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