Carry out the administration of a portfolio of private client trusts, private equity portfolios and companies under the supervision of the Manager.
Jersey
To apply or for more information please contact Katie Drury on 01534-888345 or email katie.drury@thomasdessain.com.
Postholder will administer a portfolio of private client trusts, private equity portfolios and companies, dealing with varied range of client queries/projects, bookkeeping, preparation and review of accounts, reviewing minutes, assisting with preparation of reporting to clients, providing information required by Tax department; apply internal risk management procedures, achieve chargeability, recoverability and debtor targets.
Candidate will have at least 2 -3 years’ experience in Private Client Trust; attention to detail; accuracy; strong numeracy, communication, organisation and administrative skills; working knowledge of MS Word, Excel and Access; ability to manage own workload and prioritise; flexible, with the ability to work to time pressures; 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.
