Wednesday 07 June 2023
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Trainee Trust Administrator

Private Client Services Enquire


Hours:Full Time

Full Description

Trainee Trust Administrator

Department: Private Client Services

Employment Type: Permanent

Location: Jersey


This is an exciting opportunity to join a busy, supportive team within our Trust Department. In this role, you will assist with the administration of a portfolio of private client trusts and companies under the supervision of the Trust Manager.

Key Responsibilities

  • Always strive for excellent client service and delivery
  • Making payments
  • Bookkeeping
  • Assistance with the preparation of trust and company accounts
  • Scanning and collation of documents required for new investments and accounts with new service providers
  • Communicating with intermediaries by email, letter and telephone
  • Assistance with the preparation of reporting to clients
  • To ensure that timesheets are completed on a daily basis
  • To achieve chargeability, WIP, recoverability and debtor targets within deadlines set
  • To apply internal risk management procedures
  • To know the main contacts and maintain good relationships with clients and other service providers
  • To know the needs and schedule of the client in order to anticipate some requests
  • Any other reasonable duties that may be assigned

Skills Knowledge and Expertise

  • Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels
  • Well organised - with accuracy and timely completion of work
  • Good administrative skills are required
  • Strong numeracy skills are essential
  • Ability to adapt to a variety of work on a number of clients
  • Flexible, with the ability to work to time pressures and react calmly to changing demands
  • Good working knowledge of Microsoft Office packages, particularly Word and Excel
  • To be brave enough to ask questions and raise issues appropriately
  • To look for information and for (external) procedures related to applicable legislation
  • To show interest in the structure in place and try to understand it
  • To show interest in the transactions and operations carried out and try to understand them
  • 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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