Administrator, Private Client

Before you apply

Five years’ Jersey residency required for this role, as required by Control of Housing and Work (Jersey) Law 2012.

Principal accountabilities:

• Responsibility for the administration of a portfolio of trust and company structures.
• To maintain the highest standards of administration including the periodic production of reports/analyses to third parties.
• Drafting/preparing less complex documents i.e. minutes/resolutions, as appropriate.
• To liaise with investment advisers, asset managers and other professional advisers.
• To attend client meetings with client directors and managers.
• To maintain client confidentiality.
• To observe CDD at all times.
• To record all time on the Company’s time recording system and ensure narrative is clear.
• Achieve financial targets as determined by management.
• Such other duties as the management may at times reasonably require.  

The type of person we are looking for:

• Proven experience, ideally in trust and company administration, financial services or legal services environment.  
• Be pro active and forward thinking  
• Be able to use your initiative when handling tasks and be committed and driven to achieving excellence for yourself and our clients
• Excellent communication skills.
• Studying towards an appropriate qualification STEP, CGI or equivalent. 

*£1,000 for successful direct applicants – Jersey Applications only

If you apply directly for this position (not via an agency or other introduction) you will receive £1,000 upon successfully completion of your probation period.

*This offer is currently available on Jersey opportunities only.