St Helier, Jersey

Trust Administrator

 Job Description:

Trust Administrator

Department: Private Wealth
Employment Type: Permanent
Reporting To: Manager

About the Role

Join a welcoming and supportive Private Wealth team where you'll play a key role in administering a diverse portfolio of client structures. This position offers the opportunity to build strong relationships with clients and intermediaries, while gaining hands-on experience across trust and company administration.

You'll be responsible for delivering efficient, accurate, and high-quality administration, ensuring excellent client service at all times.

With the support of your manager, you will be expected to:

  • Record your time daily with accurate entries
  • Meet the utilisation target (currently 85%)
  • Effectively manage your work-in-progress (WIP) and minimise write-offs
  • Be working towards, or hold, a Table 5 qualification
  • Client Administration
  • Administer a portfolio of trust and company structures
  • Maintain high standards of administration, including preparation of reports and analysis
  • Draft and prepare documentation such as minutes and resolutions
  • Liaise with clients, intermediaries, and professional advisers
  • Attend client meetings with senior colleagues
  • Build and maintain strong, long-term client relationships
  • Deliver a consistent and seamless client experience
  • Maintain strict client confidentiality
  • Support additional tasks as required by management

  • What We're Looking For
    Qualifications
    • Studying towards, or holding, a Table 4 qualification
    • Working knowledge of the relevant regulatory framework
    Experience
    • Previous experience in trust and company administration, or within financial or legal services
    • Proficiency in Microsoft Office applications
    Skills & Attributes
    • Strong communication skills with excellent written and spoken English
    • High level of accuracy and attention to detail
    • Strong organisational skills with the ability to prioritise effectively
    • Proactive mindset with a willingness to learn and develop