Trainee Administrator - Private Wealth

Ogier; Saint Helier; On-site; GBP 32,000 - 42,000; Full time

Job summary

Ogier is seeking a diligent administrator to support a Private Wealth Services team in Jersey. You will work under supervision, assisting in the administration of Trusts, Companies, Foundations and asset structures for UHNW clients, and will handle minutes, filings, payments, and client communications.

The role emphasizes data integrity, process improvement, and compliance with AML and regulatory requirements, with opportunities to study CGI or STEP and develop expertise in private wealth

Qualifications

• Strong academic background and willingness to study towards a professional qualification such as CGI or STEP.
• Experience in corporate administration or a keenness to transition into private wealth admin.
• Excellent written and verbal communication; highly organised and detail oriented.

Responsibilities

• Forming and administering portfolios of Trusts, Companies, Foundations, and asset structures.
• Prepare minutes, resolutions and correspondence; ensure timely documentation and filings.
• Process bank payments; reconcile logs and approvals.
• Take on additional admin tasks and project work as required.
• Maintain data integrity and use systems to drive efficiency and client service.
• Support the Ogier Best Way ethos through process analysis and alignment.
• Contribute to business improvements, policies, and client experience initiatives.
• Ensure compliance with applicable laws, AML controls and record keeping.

Skills

Administration

Communication

Independent work

Attention to detail

Education

Pursuit of CGI/STEP

Tools

MS Office

Viewpoint

Job description

Location: Jersey

Department: Private Wealth Services - Ogier Global

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