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Senior Trust Administrator

Private Client Services Enquire

Type:	Permanent
Hours:	Full Time
Reference:	6259

Full Description

Senior Trust Administrator

Department: Private Client Services

Employment Type: Permanent

Location: Jersey

Reporting To: Trust Manager

Description

To assist with the administration, bookkeeping and preparation of annual accounts for a portfolio of private clients, including trusts and companies, under the supervision of the Trust Manager.

Key Responsibilities

Always strive for excellent client service and delivery
Making payments
Communicating with intermediaries by email, letter and telephone
Accurate and timely administration and bookkeeping
Preparation of trust and company accounts and annual reviews
Assistance with the preparation of monthly/quarterly reporting
Assistance with FATCA / CRS Reporting
To ensure own and junior team members have completed time sheets on a daily basis
To achieve chargeability, WIP, recoverability and debtor targets within deadlines set
To apply internal risk management procedures
To produce and provide high-quality documents
To be the contact for juniors when it comes to technical matters and on professional relationships
Any other reasonable duties that may be assigned

Skills, Knowledge & Expertise

A minimum of 3-5 years experience working in a private client trust and company environment
Strong administration skills are essential
Accounts preparation and bookkeeping skills are preferable
A high level of tact, diplomacy and confidentiality is essential due to the nature of the work
Strong analytical skills are essential, with accurate and timely completion of work
Experience with global trade settlement and corporate action events preferred
Ability to be proactive with very close attention to detail to ensure work is of a consistently high standard
Exceptional, administrative, analytical and organisational skills are essential, with accurate and timely completion of work
Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels
Working knowledge of Microsoft Office packages and applications, particularly Word, Excel and Access
Flexible, with the ability to work to time pressures
Ability to manage own workload and prioritise accordingly
To be aware of the limits of his/her decision-making entitlement and not to take risks in this regard
Team Player