Full Description

Our client is seeking a Trust Administrator on a temporary basis, offering close collaboration with the Family Office team, accountants, compliance officers, and various external business contacts. This position involves working with banks, investment houses, solicitors, external accountants, and property managers. Reporting to the Family Office Team Leader based in Jersey, the successful candidate will provide professional administrative support to the Relationship Management Directors, Trustees, and Senior Associates within the Relationship Management team. Job Duties: Communicate with third-party service providers, including banks, solicitors, investment houses, and property managers, with management sign-off. Assist with client onboarding, including KYC/CDD information collation and entity formation/termination. Assist in the formation and termination of trusts, companies, and foundations across multiple jurisdictions. Aid in transferring entities to/from other fiduciary providers. Assist in client meeting preparation and follow-up on general matters. Draft resolutions for payments, settlements, loan agreements, and other necessary documents. Prepare various forms such as payment requests, investment recommendations, and bank account opening forms. Collaborate with teams managing client bank and investment account documentation. Support the management of compliance issues and regulatory requirements. Assist with ad-hoc client requests, entity administration, and projects. Liaise with accountants to ensure financial accounts are prepared for regulatory and tax purposes. Maintain records, ensuring proper governance around client structures, and keep systems updated in line with company policies. Provide support to the team during work overflow and absences. Assist in investment reviews with Directors and Senior Associates. Carry out any additional duties as required. Job Requirements: Educated to undergraduate level. Some experience in the offshore and/or onshore financial services industry. Proficiency in Microsoft Excel, Word, and basic PowerPoint. Strong numeracy skills with good commercial awareness. Solid administration experience. What Youll Love: You will be part of a dynamic Family Office team, working closely with experienced professionals across various departments. This role offers the opportunity to gain in-depth knowledge of trust and fiduciary services, providing essential support to clients. Youll be contributing to a growing business while having the opportunity to enhance your skills in the financial services industry Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists byclicking here

For more information please visit http://www.itchyfeetoffshore.com/jobs/31375-temporary-trust-administrator-jersey/.

---

« Return to Adverts