Assistant Trust Administrator

Jersey

Service/Department:

Private Client Services

Sector:

Private Client Services

Job type:

Assistant Trust Administrator

Description:

Job Description
 
 

Job title: Assistant Trust Administrator
 
Department: Private Client Services
 
Reporting to: Manager
Job Level: Level 1
 
Role purpose: Providing assistance to and being a member of dedicated and progressive team, providing comprehensive administration services to our international client base and their structures.
 
Core responsibilities:
  • Assist the team with the administration of a client portfolio, comprised of Trusts, Companies, Foundations and Limited Partnerships;
  • Undertake bookkeeping to maintain accurate accounting records for the team’s client portfolio;
  • Draft written instructions and on-line payments for distributions, dividends, professional fees etc;
  • Draft minutes and general correspondence for review by the Administrator / Manager;
  • Maintain an accurate statutory database of your team’s client portfolio;
  • Liaise with intermediaries (banks, law firms and other professional advices) by email, telephone and written correspondence, as required;
  • Provide general assistance to the team, as necessary.
 
 
Technical / Professional / Qualification Requirements:
  • Good GSCE’s / A-levels, especially in English and Mathematics;
  • Basic use of Outlook, Microsoft Word and Excel;
  • 1-2 years’ experience.
 
 
Person Specification / Competencies Client: Client focus, driven to deliver a quality service;
 
Company: Follows procedures and is aware of risk. Demonstrates an enthusiasm and aptitude for learning;
 
People: Team player with strong communication skills, who also has the ability to work on their own.