Administrator – Private Client

Location: Jersey

We're looking for a motivated and detail-oriented Administrator to join our Private Client team in Jersey. This is an excellent opportunity for someone with administrative experience—ideally within financial or fiduciary services—who is ready to take the next step in their career.

You'll play a key role in supporting high-quality client service delivery, working closely with experienced Trust Managers and Client Directors while gaining exposure to a broad range of structures including companies, trusts, and foundations.

What You'll Be Doing

In this varied and hands-on role, you will:

Support the administration and client management team across a portfolio of entities

Prepare draft minutes, resolutions, and documentation for companies, trusts, and foundations

Assist with client transactions, including preparing payments and ensuring full supporting documentation

Maintain and update statutory records, registers, and databases

Support the opening of bank accounts, including preparation of required documentation

Ensure compliance with AML (Anti-Money Laundering) and Customer Due Diligence (CDD) requirements

Accurately record time and contribute to billing processes

Deliver a high standard of service aligned with Oak's values and client-focused approach

This role is ideal if you are:

Early in your career with at least 1 year of administrative experience (fiduciary experience is a bonus)

Educated to GCSE level (or equivalent) with passes in English and Maths

Interested in progressing professionally (support available for qualifications such as STEP, CGI or ACCA)

You'll also bring:

A basic understanding of trust and corporate structures (or a strong willingness to learn)

Awareness of Jersey AML regulations (or keen to develop knowledge)

Strong IT skills, especially MS Word, Excel, and Outlook

Excellent attention to detail and organisational skills

Solid communication skills, both written and verbal

A proactive, can-do attitude with the ability to work independently and as part of a team

A genuine drive to learn and build a career in private client services

Why This Role?

Great entry point into the fiduciary sector with real responsibility from day one

Exposure to a diverse portfolio of client structures

Clear pathway for professional development and qualifications

Supportive team environment where your contribution is valued

If you're looking for a role where you can build strong foundations, gain hands-on experience, and grow your career, this is a fantastic opportunity to join a forward-thinking, client-focused business.