Trust Administrator
Salary:
£30,000 to £34,000
Location:
[Channel Islands] Jersey
Ref:
147674
Description:
Are you a detail-oriented professional with experience in private client trust administration? We have an exciting opportunity for a Trust Administrator to join a dynamic and growing team, where you will play a vital role in managing a diverse portfolio of high-net-worth clients. As a Trust Administrator, you’ll be responsible for providing exceptional service and administration for trusts, private equity portfolios, and companies, working closely with a variety of intermediaries across jurisdictions. You will oversee tasks such as bookkeeping, preparing trust and company accounts, reviewing documents for execution, and liaising with tax departments to ensure smooth operations. If you have 2-3 years of experience in a Private Client Trust environment, strong numeracy and administrative skills, and a passion for delivering top-quality work, this role offers a fantastic opportunity to develop your career in a supportive and collaborative environment. Join a team that values accuracy, communication, and a proactive approach to challenges—apply today!
Key responsibilities:
- Here are the key responsibilities for the Trust Administrator role, summarized in 7 bullet points:
- Administer a portfolio of private client trusts, private equity portfolios, and companies, ensuring excellent service delivery.
- Handle a wide range of client queries and projects, liaising with intermediaries across multiple jurisdictions.
- Assist with bookkeeping and the preparation/review of trust and company accounts under supervision.
- Review minutes, documents, and provide support to the company secretarial team for execution.
- Communicate regularly with clients, intermediaries, and the tax department, ensuring timely and accurate reporting.
- Ensure compliance with internal risk management procedures and provide high-quality documentation.
- Meet chargeability, WIP, recoverability, and debtor targets while managing time sheets and meeting deadlines.
Key responsibilities:
- Here are the key responsibilities for the Trust Administrator role, summarized in 7 bullet points:
- Administer a portfolio of private client trusts, private equity portfolios, and companies, ensuring excellent service delivery.
- Handle a wide range of client queries and projects, liaising with intermediaries across multiple jurisdictions.
- Assist with bookkeeping and the preparation/review of trust and company accounts under supervision.
- Review minutes, documents, and provide support to the company secretarial team for execution.
- Communicate regularly with clients, intermediaries, and the tax department, ensuring timely and accurate reporting.
- Ensure compliance with internal risk management procedures and provide high-quality documentation.
- Meet chargeability, WIP, recoverability, and debtor targets while managing time sheets and meeting deadlines.
Contact:
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CONTACT
Optimus Recruitment
2nd floor, 6-7 Bond Street
St Helier, Jersey
JE2 3NP
Tel: 01534 832660
Email: info@optimus.je
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