Trustee & Client Relations Administrator

JTC Group; St Helier; On-site; GBP 26,000 - 38,000; Full time

Job summary

JTC Group is seeking an Administrator – Trustee & Client Relationship to support the administration of Corporate Trust structures, including International Pension Plans and Share Plans, ensuring timely and accurate processing in line with procedures and regulatory requirements.

The role is client-facing, coordinating with internal teams and external stakeholders, maintaining records and meeting project deadlines while upholding JTC standards and values.

Qualifications

• Educated to A-level standard or equivalent.
• Excellent telephone skills.
• Ability to work to tight deadlines and under pressure.
• High level of accuracy and attention to details.

Responsibilities

• Preparing Minutes to formalise Trustee decisions.
• Assisting with receipt of regular Trust contributions.
• Arranging invoice settlement.
• Arranging investment switches.
• AML and risk reviews for new and current business.
• Approved fund range review.
• Assisting with Trustee review of accounts.
• Collaboration with internal teams to service clients.
• External communication with members and clients.
• Supporting and mentoring new team members when required.
• Reducing risk of error by following set procedures.
• Ensuring careful consideration is given to all communications made externally – standard JTC format to be applied.
• Ensuring all work is completed in a timely manner and is accurate.
• Taking part in ad-hoc project work and new client take on — any project deadline will need to be met along with daily workloads.
• Adhere to Risk & Associate Compliance procedures in relation to regulatory requirements and AML legislation.
• Adhere to JTC core values and expected behaviours.
• Any other duties as deemed necessary by Management.

Education

A-level standard or equivalent

Job description

JTC Group is seeking an Administrator – Trustee & Client Relationship to support the administration of Corporate Trust structures, including International Pension Plans and Share Plans, ensuring timely and accurate processing in line with procedures and regulatory requirements.

The role is client-facing, coordinating with internal teams and external stakeholders, maintaining records and meeting project deadlines while upholding JTC standards and values.