Assist with the administration, bookkeeping and annual accounts preparation for private client portfolios, including trusts and companies.
Jersey
To apply or for more information please contact Katie Drury on 01534-888345 or email katie.drury@thomasdessain.com.
Great role assisting with administration of a portfolio of Trusts and Companies for International High Net Worth individuals, making payments, attending client meetings; administration and bookkeeping; preparing accounts and annual reviews, assisting with preparation/review of monthly/quarterly reporting and FATCA / CRS Reporting, achieve chargeability, recoverability and debtor targets, prepare invoice commentary.
Candidate will be studying towards ICSA/ACCA/ICAEW/STEP/equivalent with at least 3-5 years experience in private client trust and company; accounts preparation and bookkeeping skills are desirable; client service oriented; strong administrative, interpersonal, organisation and analytical skills; accurate; proactive; attention to detail; working knowledge of MS Word, Excel and Access; flexible; team player.
Apply by 31 July 2025.
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Direct administrative responsibility for a complex portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to clients.
