Trust & Private Wealth Administrator

SelectRecruitment.je; United Kingdom, United Kingdom; On-site; GBP 25,000 - 35,000; Full time

Job summary

SelectRecruitment.je is seeking an ambitious administrator to join our Private Clients team. You will manage a portfolio of trusts, companies, and wealth structures, ensuring exceptional client service and compliance with regulatory requirements.

The role involves client contact, WIP review, billing, and spotting revenue opportunities within a forward-thinking team. Ideal candidates will have proven experience in fiduciary administration, ideally with high net worth clients, and be working

Qualifications

• Proven experience in a similar role, ideally with high net worth clients.
• Pursuing or holding a relevant professional qualification in fiduciary administration.
• Strong understanding of day-to-day fiduciary administration and regulatory requirements.

Responsibilities

• Regular client interaction and development of client relationships.
• Ongoing review and control of WIP, billing processes, and revenue opportunities.
• Collaborate with team to maintain first-class client service and compliance.

Skills

Client interaction

Relationship building

Billing and WIP control

Revenue identification

Education

Professional qualification in fiduciary administration

Tools

CRM knowledge

Job description

SelectRecruitment.je is seeking an ambitious administrator to join our Private Clients team. You will manage a portfolio of trusts, companies, and wealth structures, ensuring exceptional client service and compliance with regulatory requirements.

The role involves client contact, WIP review, billing, and spotting revenue opportunities within a forward-thinking team. Ideal candidates will have proven experience in fiduciary administration, ideally with high net worth clients, and be working