Senior Private Client Administrator: Trusts Expert

Corporation Service Company

New Jersey

Hybrid

USD 60,000 - 87,000

Full time

4 days ago
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Benefits offered by this job

Annual leave
Tuition reimbursement
Referral bonuses
Success Sharing
Bonuses/commission plans
Hybrid/remote schedule

Job summary

Corporation Service Company in Jersey is seeking a Senior Administrator, Private Clients to manage a portfolio of private client structures. You will work with a team, ensuring accuracy, regulatory compliance, and timely servicing for wealthy families and owner-managed businesses.

The role emphasizes independence, initiative, and mentoring juniors, with on-site/hybrid arrangements and a permanent contract. You will maintain strong relationships with clients and partners, and contribute to

Qualifications

  • Proven 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 Fiduciary products offered by CSC

Responsibilities

  • Collaborate with your team to manage a portfolio of clients, covering a variety of structures
  • Pro-actively take on additional responsibility and administration tasks as required by your manager or clients
  • Be a technical expert on client structures, including any regulatory requirements that are applicable and be up to date with the new legislation as required
  • Take care of, and establish good relationships with all business partners, colleagues and clients
  • Communicate openly and honestly with clients on a regular basis, within the CSC SLA agreement
  • Drive new, innovative ideas on how to improve the efficiencies of daily tasks
  • Offer support and guidance to junior team members through mentoring and supervision
  • Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced and time is recovered efficiently

Skills

Trusts structures
Portfolio management
Regulatory knowledge
Independent initiative
Communication

Education

ICSA/STEP
Strong academic background

Job description

Corporation Service Company in Jersey is seeking a Senior Administrator, Private Clients to manage a portfolio of private client structures. You will work with a team, ensuring accuracy, regulatory compliance, and timely servicing for wealthy families and owner-managed businesses.

The role emphasizes independence, initiative, and mentoring juniors, with on-site/hybrid arrangements and a permanent contract. You will maintain strong relationships with clients and partners, and contribute to

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