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Senior Trust Administrator, Family Office

jobs.jerseyeveningpost.com-job boards

United Kingdom

On-site

GBP 60,000 - 80,000

Full time

11 days ago

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Job summary

An established industry player is seeking a Senior Trust Administrator to join their Family Office team. This exciting role offers the chance to assist in managing substantial portfolios for Ultra High Net Worth clients, with opportunities for career progression and increased responsibilities. You will develop key client relationships and collaborate with various departments to deliver exceptional service. This position not only allows you to grow professionally but also offers exposure to international clients and a chance to enhance your qualifications in trust and company administration. If you're ready to take the next step in your career, this is the opportunity you've been waiting for!

Qualifications

  • Experience in trust and company administration is essential.
  • Strong relationship-building and communication skills are required.

Responsibilities

  • Assist in managing large structures and portfolios for Ultra High Net Worth clients.
  • Coordinate with various departments and service providers to meet client needs.

Skills

Trust and company administration
Relationship-building skills
Communication skills
Teamwork
Attention to detail
Ability to absorb information quickly

Education

STEP Diploma
Relevant qualification in trust and company administration

Job description

Our client is seeking a Senior Trust Administrator to join their Family Office team. In this role, you will assist senior team members in managing large structures and portfolios of trusts and companies for Ultra High Net Worth clients, including those with Family Offices. The successful candidate will have the opportunity to take on increased responsibility over time, including direct management of key client relationships and succession planning for senior roles within the team.

Job Duties:
  • Assist senior team members with the management of large structures and portfolios of trusts and companies for Ultra High Net Worth clients, including Family Offices.
  • Develop into the number two role for key clients, with the potential to take on direct responsibility for these relationships in the future.
  • Ensure high-quality management of relationships, with strong connectivity to Global Relationship Managers in key regions (Guernsey, Switzerland, London, UAE, Singapore).
  • Coordinate and collaborate with various departments, service providers, and professional advisors to meet client servicing requirements.
  • Assist in the preparation of documentation and materials for client meetings.
Job Requirements:
  • Experience in trust and company administration.
  • Ability to work effectively within a team, with a willingness to take on various tasks as required.
  • Ability to absorb information quickly and apply policies and procedures efficiently.
  • Strong relationship-building skills with the ability to engage with clients, team members, and third parties.
  • Ideally hold or be studying towards a STEP Diploma or another relevant qualification in trust and company administration.
  • Familiarity with the Jersey regulatory environment, including AML and CFT requirements.
  • Excellent communication skills with great attention to detail.
  • Knowledge of tax matters would be advantageous.
What You'll Love:

This role offers the opportunity to develop into a key player in the Family Office team, with strong career progression potential. As you grow in the role, you will gain experience managing relationships with Ultra High Net Worth clients and contribute to the team's succession planning. You will work in a collaborative environment, gaining exposure to international clients and professionals across various jurisdictions. The position also offers the potential for further qualifications, enabling you to expand your expertise in trust and company administration.

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