Senior Trusts & Private Clients Administrator

jobs.jerseyeveningpost.com-job boards; United Kingdom, United Kingdom; On-site; GBP 30,000 - 45,000; Full time

Job summary

Administer a portfolio of trusts, companies, foundations, and partnerships, acting as contact for clients, intermediaries, advisers, and banks. Process trust and company transactions and asset transfers, coordinate meetings, prepare agendas, minutes, and documents.

Maintain accurate statutory records and corporate files, monitor structures for compliance with laws and policies, assist with due diligence and reviews, liaise with accounting for timely reporting, review legal documents and

Responsibilities

• Administer a portfolio of trusts, companies, foundations, and partnerships.
• Act as contact for clients, intermediaries, advisers, and banks.
• Process trust and company transactions and asset transfers.
• Coordinate meetings, prepare agendas, minutes, and documents.
• Maintain accurate statutory records, corporate documents, and files.
• Monitor structures for compliance with laws, regulations, and policies.
• Assist with client due diligence, reviews, and monitoring.
• Liaise with accounting teams for timely financial reporting.
• Review legal documents, trust instruments, and corporate records.
• Assist with establishment, restructuring, migration, and termination.
• Review junior work, providing coaching and support.
• Build strong client relationships ensuring service excellence.
• Identify opportunities to improve operational processes and efficiencies.

Job description

Administer a portfolio of trusts, companies, foundations, and partnerships, acting as contact for clients, intermediaries, advisers, and banks. Process trust and company transactions and asset transfers, coordinate meetings, prepare agendas, minutes, and documents.

Maintain accurate statutory records and corporate files, monitor structures for compliance with laws and policies, assist with due diligence and reviews, liaise with accounting for timely reporting, review legal documents and