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Trust Administrator

Private Client Services Enquire

Type:	Permanent
Hours:	Full Time
Reference:	24952

Full Description

Trust Administrator

Department: Private Client Services

Employment Type: Permanent

Location: Jersey

Description

In this role you will co-ordinate and carry out the administration of a portfolio of private client trusts, private equity portfolios and companies under the supervision of the Manager.

Key Responsibilities

Administering the affairs of a portfolio of trust and companies for high net worth clients
Dealing with a varied range of client queries/projects
Liaison with intermediaries in various jurisdictions
Book-keeping under the supervision of a Senior Administrator/Assistant Manager
Preparation and review of trust and company accounts under the supervision of a Senior Administrator/Assistant Manager
Reviewing minutes and documents for execution and liaising with the company secretarial department
Providing information required by the Tax department in a timely manner
To apply internal risk management procedures
To produce and provide high-quality documents
Ensure that time sheets are completed on a daily basis
To achieve chargeability, WIP, recoverability and debtor targets within deadlines set
To meet task deadlines.
Any other reasonable duties that may be assigned
Always strive for excellent client service and delivery

Skills, Knowledge & Expertise

A minimum of 2 -3 years experience working in a Private Client Trust environment
Attention to detail to ensure work is of a consistently high standard
Well organised with accuracy and timely completion of work
Good administrative and numeracy skills
Ability to adapt to a variety of work on a number of clients
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
Ability to manage own workload and prioritise accordingly
To look for information and for (external) procedures related to applicable legislation
To understand structures in place
To understand transactions and operations carried out
Team player