Private Client Administrator – Hybrid (Jersey)

Corporation Service Company; New Jersey; On-site; USD 35,000 - 57,000; Full time

Benefits offered by this job

Annual success-sharing bonuses

Commission plans

Hybrid or remote work schedules

Job summary

CSC Private Client is a specialist team of administrators serving wealthy families, family offices and owner-managed businesses. You will manage a portfolio of private clients across various trust structures with close team collaboration, maintaining discretion and professionalism.

The role requires independent task handling, strong academic credentials, and proactive, forward-thinking behavior. Prior experience and fiduciary knowledge with CSC products will help you excel.

Qualifications

• Experience in a similar role.
• Studying towards/hold a professional qualification, ideally ICSA/STEP.
• Be able to deal with tasks independently & use own initiative.
• Strong academic background.
• Be proactive and forward thinking.
• Broad understanding of the wide range of Fiduciary products offered by CSC.

Responsibilities

• Collaborate with your team to assist in managing a portfolio of private clients, covering a variety of trust structures
• Pro-actively take on additional responsibilities and administration tasks as required by your manager or clients
• Be a technical expert on client structures, including any regulatory requirements that are applicable
• Be responsible and approachable when given tasks by a senior team member
• Provide new, innovative ideas on how to improve the efficiencies of daily tasks
• Drive personal development using all the resources available at CSC to achieve success
• Take care of, and establish good relationships with all suppliers, colleagues and clients
• Communicate openly and honestly with clients on a regular basis, within the CSC’s SLA agreement
• Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced
• Produce and submit all statutory returns
• Assist in the opening of bank accounts and the processing of payments
• Maintain bank statements, doc perm and safe custody duplication and protector consent records

Job description

CSC Private Client is a specialist team of administrators serving wealthy families, family offices and owner-managed businesses. You will manage a portfolio of private clients across various trust structures with close team collaboration, maintaining discretion and professionalism.

The role requires independent task handling, strong academic credentials, and proactive, forward-thinking behavior. Prior experience and fiduciary knowledge with CSC products will help you excel.