Senior Trust Administrator: Mentoring & Client Impact

jobs.jerseyeveningpost.com-job boards

United Kingdom, United Kingdom

On-site

GBP 38,000 - 48,000

Full time

7 days ago
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Job summary

Our client in Jersey is seeking a Senior Administrator to join the Administration Team on a full-time, permanent basis. You will support client transactions, mentor colleagues, and ensure compliant, high-quality service while coordinating with advisors and banks.

You will manage client data, relationships, and inquiries, contribute to revenue targets, and assist with AML/BAM/CDD, FATCA/CRS, and risk reviews. Strong organizational and tech skills are essential.

Qualifications

  • You should have attained or be working towards a STEP or CGI qualification.
  • Minimum of three years' experience in the trust and company services sector.
  • Demonstrable technical experience in administration of trusts and offshore fiduciary structures.
  • Strong client relationship management, delivering professional and personable service.
  • Organised with the ability to manage inbox, calendar and digital filing systems.
  • Tech confident with ability to leverage systems to increase efficiency.

Responsibilities

  • Deliver compliant administration across a portfolio of client transactions.
  • Mentor and share knowledge with team members.
  • Contribute to revenue by achieving recovery rates and targets.
  • Liaise with advisors, banks, and professionals to ensure smooth administration.
  • Maintain accurate client data in fiduciary systems.
  • Manage client relationships as the primary contact and respond promptly.
  • Identify opportunities for new business and refer to New Business team.
  • Provide technical support to Senior Managers.
  • Assist with AML, BAM, CDD/EDD, FATCA/CRS and risk reviews.
  • Draft minutes and file notes using templates and standards.
  • Control own work, billing, and debtor management per policies.

Skills

Client relations
Time management
Tech proficiency
Attention to detail

Education

STEP or CGI qualification

Tools

Fiduciary systems

Job description

Our client in Jersey is seeking a Senior Administrator to join the Administration Team on a full-time, permanent basis. You will support client transactions, mentor colleagues, and ensure compliant, high-quality service while coordinating with advisors and banks.

You will manage client data, relationships, and inquiries, contribute to revenue targets, and assist with AML/BAM/CDD, FATCA/CRS, and risk reviews. Strong organizational and tech skills are essential.

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