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- Tasks: Manage client portfolios and ensure compliance with trust deeds and legal advice.
- Company: Join a supportive team in a professional environment focused on client care.
- Benefits: Career development opportunities and a chance to work with experienced professionals.
- Why this job: Make a real impact while developing your skills in the Jersey trust industry.
- Qualifications: Five years' experience in the Jersey trust industry and strong communication skills.
- Other info: Dynamic role with opportunities for continuous learning and teamwork.
The predicted salary is between 36000 - 60000 £ per year.
Our client is seeking a Senior Administrator to join their team based in St Helier. The successful candidate will manage a portfolio of clients, ensuring compliance with trust deeds and corporate documents, and maintain adherence to professional legal and tax advice. This is a full-time position requiring at least five years' experience in the Jersey trust industry, with a minimum of three years at the Administrator or Senior Administrator level. The role involves direct interaction with clients and intermediaries, and provides an opportunity to assist in new business generation.
Job Duties
- Manage a portfolio of clients in accordance with trust deeds, corporate documents, and professional legal/tax advice.
- Attend client meetings, prepare file notes, and liaise directly with clients, intermediaries, investment managers, bankers, and advisors.
- Assist in generating new business enquiries and undertake client file reviews.
- Proactively manage action points from client reviews and risk escalations.
- Prepare minutes and monitor clients' cash requirements.
- Prepare client reviews with regard to Client Due Diligence (CDD) and respond to client queries.
- Ensure regular review and collection of outstanding aged debts in liaison with the finance department.
- Provide guidance and support to administrators within the team.
- Participate in internal committees or sub-committees introduced by the board.
- Ensure compliance with internal policies, procedures, and current legislation, including the TCB Codes of Practice.
- Attend Continuous Professional Development (CPD) training in line with regulatory requirements.
- Complete any additional tasks as requested by the board or committee within agreed timeframes.
- Ensure all clients are administered according to the Procedure and Policy Manual (PPM) and Anti-Money Laundering (AML) manuals.
Job Requirements
- A minimum of five years' experience in a Private Client role within the Jersey trust industry, with at least three years at Administrator/Senior Administrator level.
- Entitled to work in Jersey (minimum five years' residency).
- Fully qualified to meet Category C requirements under the JFSC Codes of Practice for Trust Company Business (TCB).
- Strong organisational and communication skills.
- Knowledge of Jersey trust, company, foundation, and limited partnership law, and an understanding of UK tax issues, financial markets, and the global economy.
- General awareness of risk issues in a fiduciary context.
- Ability to work under pressure and meet tight deadlines.
- Willingness to travel as business needs dictate.
What You'll Love:
Our client offers a professional and supportive environment, with a strong focus on client care and teamwork. You'll work alongside experienced professionals, providing guidance and leadership to your team. The role also provides opportunities for career development and continued learning. If you meet the requirements and are ready to contribute to this dynamic team, we look forward to receiving your application.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists.
Senior Trust Administrator employer: jobs.jerseyeveningpost.com-job boards
Contact Detail:
jobs.jerseyeveningpost.com-job boards Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Trust Administrator
✨Network Like a Pro
Get out there and connect with people in the Jersey trust industry. Attend local events, join relevant groups on LinkedIn, and don’t be shy about reaching out to professionals for a chat. You never know who might have the inside scoop on job openings!
✨Show Off Your Expertise
When you get the chance to meet potential employers or clients, make sure to highlight your experience and knowledge in trust administration. Share specific examples of how you've managed portfolios and navigated compliance issues. This will help you stand out as a candidate who knows their stuff!
✨Follow Up After Meetings
After any client or networking meeting, send a quick follow-up email thanking them for their time and reiterating your interest in opportunities. This shows professionalism and keeps you fresh in their minds when they’re considering candidates.
✨Apply Through Our Website
Don’t forget to check out our website for job listings! Applying directly through us not only streamlines the process but also gives you a better chance of being noticed by recruiters who are looking for top talent like you.
We think you need these skills to ace Senior Trust Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Trust Administrator role. Highlight your experience in the Jersey trust industry and any relevant qualifications that match the job description. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention specific experiences that demonstrate your ability to manage client portfolios and ensure compliance, just like we do at StudySmarter.
Showcase Your Communication Skills: Since this role involves direct interaction with clients and intermediaries, make sure to highlight your strong communication skills. We love candidates who can articulate their thoughts clearly and build relationships, so don’t hold back!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Know Your Stuff
Make sure you brush up on your knowledge of Jersey trust, company, and foundation law. Be ready to discuss how your experience aligns with the job requirements, especially your understanding of compliance and legal frameworks.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client portfolios in the past. Highlight your communication skills and how you've built relationships with clients and intermediaries, as this role involves direct interaction.
✨Demonstrate Proactivity
Think of instances where you've taken the initiative to generate new business or improve processes. This will show that you're not just reactive but can also drive growth and efficiency within the team.
✨Be Ready for Scenario Questions
Expect questions about how you'd handle specific situations, like risk escalations or client queries. Practise articulating your thought process and decision-making skills, as these are crucial in a Senior Trust Administrator role.
