Senior Trust Administrator - small, independent firm

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 35,000 - 55,000; Full time

Job summary

A leading company is seeking an ambitious candidate to join their Private Clients team. This role involves managing a portfolio of client entities and ensuring compliance with relevant regulations. Ideal candidates will have at least five years' experience and a relevant qualification, with opportunities for progression to a senior level.

Qualifications

• Minimum of five years’ experience in a similar role.
• Good understanding of legal and regulatory requirements.
• Motivated and driven persona is essential.

Responsibilities

• Manage and administer a portfolio of client entities.
• Attend client meetings and prepare file notes.
• Provide support and guidance to junior team members.

Skills

Understanding of trust and company business

Risk awareness

Client management

Team support and guidance

Education

Relevant professional qualification

Job description

We are seeking an ambitious candidate to join our client s Private Clients team! The successful applicant will take responsibility for managing and administering a portfolio of client entities as part of a small, tight-knit team of experts, ensuring all work is carried out in line with company procedures and relevant legislatory regulations.

Duties will include attending client meetings, preparing file notes, file reviews, liaising with clients and intermediaries, cash monitoring, CDD, chasing debt, and providing support and guidance to junior team members.

Applicants must have a minimum of five years experience in a similar role, and ideally hold or be studying towards a relevant professional qualification. You must have a good understanding of trust and company business, as well as the relevant legal and regulatory requirements, and an awareness of risk issues. A motivated and driven persona is essential, and this role would be suited to a candidate who is keen to progress to a more senior level.

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