Senior Administrator - Private Client Services

  • Trust
  • Jersey
  • Permanent
  • Full Time
  • 7623


Great role providing comprehensive administration services to international client base and their structures, whilst administering a complex client portfolio.  Duties involve establishing and maintaining strong working relationships; assisting Manager/Client Services Director; training Assistant Administrators; undertaking billing and debt collection; undertaking  review of Annual Accounts/ Financial Statements prior to signing; acquiring, monitoring and disposing of assets held within client portfolio in accordance with procedures as published on the intranet; preparing written correspondence, Board/ Trustee minutes and checklists; maintaining client’s files and filing documents; undertaking periodic reviews of client files and reviewing periodic reviews undertaken by an alternate reviewer of client files, and clearing periodic review points raised.

Requirements are the completion of a relevant Professional Qualification  such as ICSA or STEP Diploma Level; evidence of sufficient CPD; understanding and experience of compliance, risk and mitigation; understanding CRS/FATCA and economic substance; acting as “C” Signatory if required; competent understanding of Jersey Regulatory Environment and applicable Company and Trust Laws; basic awareness of UK taxation for individuals and offshore structures; awareness of current AML legislation; aware of current GDPR legislation; transactional / restructuring experience; client and commercially focused; good team player; strong interpersonal skills.

Five years continuous residence in Jersey required.

James Troy

To apply or for more information please contact James Troy

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Senior Administrator - Private Client Services

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