Sunday 14 August 2022
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Senior Trust Administrator

Private Client Services Enquire


Hours:Full Time

Full Description

Senior Trust Administrator

Application Deadline: 19 August 2022

Department: Private Client Services

Employment Type: Permanent

Location: Jersey

Reporting To: Trust Manager


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


  • 8% long term savings allowance, in addition to a competitive salary
  • Full range of insurance benefits, including private medical insurance and critical illness
  • Other employee incentives including discounted gym membership and payment towards professional subscriptions

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