Friday 23 February 2024
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Senior Trust Administrator

Private Client Services Enquire


Hours:Full Time

Full Description

Senior Trust Administrator

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


R&H have wide range of benefits and rewards to offer all employees these are as follows;
Contractual benefits and rewards
  • Competitive salary
  • 8% long term savings award (in lieu of pension) paid monthly in cash, calculated on basic salary
Non-Contractual benefits and rewards
  • 4% Discretionary Christmas bonus (basic salary)
  • Senior Manager Bonus (for those SM and above, based on performance)
  • Support for professional qualifications
  • Private Healthcare
  • Dental Cover
  • Group Income Protection
  • Group Life Cover
  • Critical Illness Cover
  • Wellbeing Initiatives
  • Holidays (25 30 dependant on role level)
  • Length of service awards including sabbaticals
  • R&H day (an extra day off during the Christmas/New Year Period)
  • Parking space (Associate Director and above)
  • Active social committee ( Monthly activities)
  • Charity support (money raised on initiatives matched by the Partners)

For more information please visit

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