Trainee Administrator - Private Wealth

Ogier Legal Limited; Saint Helier; On-site; GBP 21,000 - 32,000; Full time

Job summary

Ogier Legal Limited, Jersey, is seeking a Trainee Administrator in Private Wealth. You will support senior team members in administering a portfolio of Trusts, Companies, Foundations and asset structures for UHNW individuals, families and charities.

Key duties include minutes and resolutions, bank payments, records management, and AML/compliance. The role offers varied exposure in a flexible Private Wealth team environment.

Qualifications

• Willingness to study toward professional qualification (CGI or STEP).
• Previous admin experience or interest in corporate admin.
• Excellent written and verbal communication.
• Proficient in MS Office; Viewpoint experience is a plus.
• Independent, proactive, and detail-oriented.
• Strong organizational skills and client focus.
• Committed to excellence for self, client and team.

Responsibilities

• Assist in formation and ongoing administration of Trusts, Companies, Foundations, and asset structures.
• Prepare minutes, resolutions and documentation; manage statutory filings.
• Process payments, reconcile logs, and obtain approvals.
• Support process improvements and client service initiatives.
• Ensure compliance with AML and internal policies.
• Undertake project work assigned by the manager.

Skills

Attention to detail

Excellent communication

MS Office

Independent work

Client focus

Willing to study toward STEP/CGI

Organizational skills

Education

CGI or STEP qualification encouraged

Tools

Viewpoint

Job description

Trainee Administrator - Private Wealth

Department:Private Wealth Services - Ogier Global

Employment Type:Permanent

Location:Jersey

Description

By joining us, you will work under the supervision of an experienced team member, supporting them and the wider team in the provision of tailored solutions for Ultra High Net Worth Individuals, Family Offices, and Charities. Our client portfolio is globally extensive, encompassing a wide array of Trusts, Companies, Foundations, and Asset Holding Structures (for collectibles, marine, and aviation). The team operates in a flexible manner, without rigid division of responsibility based on client type or geography. Therefore, this is an exceptional opportunity for individuals eager to embrace a genuinely varied workload and gain extensive exposure to the world of Private Wealth. If you are passionate about expanding your professional horizons in a dynamic and supportive environment, we would love for you to be a part of our team.

Key Responsibilities

• The formation and ongoing administration of a portfolio of Trusts, Companies, Foundations, and high-value Asset Holding Structures
• Preparing minutes, resolutions and correspondence, coordinating of the timely execution of documentation, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records
• Processing of bank payments, reconciliation of payment logs and approvals
• Pro-actively taking on additional responsibilities and administration tasks as required
• Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service
• Support an 'Ogier Best Way' ethos across the team through rigorous process analysis to drive alignment and consistency
• Contribute towards the business as a whole in identifying process improvements, improvements in policies and procedures and any other service innovation changes that would improve the client experience
• Ensure compliance with all applicable laws, regulations and internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist Financing and reporting of suspicious activity or transactions, client due diligence and record keeping
• Undertake any project work as required, undertaking initiatives identified and designated from time to time by your direct Manager
• Driving personal development using all the resources available

Skills, Knowledge and Expertise

• Strong academic background - willingness to study towards professional qualification (e.g. CGI or STEP)
• Previous relevant administration experience or enthusiasm to move into a corporate administration position
• Excellent written and verbal communication skills
• Working knowledge of MS Office package (Outlook, Word, Excel, Power Point). Experience in using Viewpoint would be an advantage
• Ability to deal with tasks independently and use own initiative
• Responsive and client focused, with strong organisational skills and attention to detail
• Must be committed and driven to achieving excellence for themselves, their client and their team