Full Description

Purpose of the role: To administer a portfolio of client entities working within a small team of private client specialists, primarily alongside a Client Director and Board Director. Responsibilities: Maintain and administer a portfolio of clients and ensure those clients are administered in accordance with the terms of the trust deeds and/or corporate documents as applicable and professional legal/tax advice given Attending client meetings and preparing file notes of the same Liaising directly with clients, intermediaries, investment managers, bankers and advisors Undertake client file reviews Ensure that all action points arising from reviews and risk escalations are managed proactively Preparation of minutes Skills required: A minimum of 5 years experience working in a Private Client role within the Jersey trust industry, with a minimum of 3 years at Administrator/Senior Administrator level Must have entitled to work status in Jersey (i.e. minimum 5 years in Jersey) Fully qualified to meet Category C requirements as described in the JFSC Codes of Practice for TCB Good organisational and communication skills

For more information please visit https://jobs.axalleine.je/job/senior-trust-administrator-1532.aspx.

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