Corporate Administrator,
Corporate

Principal accountabilities:

Junior Administrator

• Support the day‑to‑day administration of a portfolio of trusts and companies.

• Handle client calls, e‑mails and correspondence, escalating important items to senior staff.

• Manage tasks to agreed deadlines, recording all time clearly on the time‑recording system.

• Review investment portfolios, liaising with brokers, managers and other intermediaries as required.

• Perform monthly account checks; prepare reports, valuations and payment instructions.

• Draft basic trust resolutions and company minutes.

• Observe CDD requirements and stay current with regulatory changes.

• Ensure all work is reviewed by your line manager and maintain strict client confidentiality.

• Settle fee notes or arrange fund transfers and carry out general office duties as needed.

Administrator

• Take full accountability for the administration of your own client portfolio.

• Support the wider Corporate team on capital‑markets, debt & structured‑finance, real‑estate and Islamic‑finance transactions.

• Liaise with internal and external board members and advisers, delivering accurate, timely service.

• Assist with company secretarial work, including drafting board packs and issuing notices.

• Prepare Client Due Diligence (CDD) packs and keep all client files fully compliant.

• Maintain company databases with up‑to‑date client information.

• Record time entries with clear, detailed narratives and help the team meet financial targets.

Senior Administrator

• Administer a portfolio of complex corporate structures to the highest professional standards.

• Build strong relationships with clients and third‑party advisers, applying commercial insight.

• Draft and review minutes, resolutions, transaction documents and annual accounts.

• Attend client meetings; identify opportunities for cross‑selling additional services.

• Mentor and develop junior colleagues and provide cover for other portfolios when required.

• Maintain up‑to‑date knowledge of fiduciary legislation and ensure continuous CDD compliance.

• Safeguard client confidentiality and contribute to the achievement of team financial targets.

What are we looking for in you?

We’re looking for motivated, detail-oriented individuals with a strong sense of responsibility and a commitment to excellent client service.

You should bring:

• • Strong organisational and communication skills

  • A proactive, professional approach

  • Willingness to learn and grow (for junior roles)

  • Experience managing client portfolios (for senior roles)

  • Awareness of compliance and regulatory requirements

  • Ability to work both independently and as part of a team

Ability to live and work in Jersey is essential.