Trust Administrator/Senior

  • Full Time
  • Permanent
  • Jersey

Ref: AD-JSY-2897
Type: Full Time, Permanent
Sector: Administration, Trust

Alexander Daniels Offshore is working with a business based in Jersey to recruit a Trust Administrator/Senior.

 

Responsibilities:

 

  • Managing a portfolio of clients and dealing with all aspects of the administration, from take-on to liquidation, therefore including FATCA and CRS requirements, regular reviews, statutory work and bank payments.
  • Client contact by telephone, e-mail, letter and occasionally face to face.
  • Preparation of bank payments and the creation of minutes and resolutions.
  • Client reviews are created by a review clerk and the review points raised are dealt with by the administrator.
  • Regular interaction with Management and the clients and their intermediaries.
  • Managing all tasks for a portfolio of clients.

 

Skills and Experience:

 

  • Good technical foundation and financial awareness
  • Either hold or be studying towards a professional qualification, such as STEP Diploma, ACCA, ICSA or equivalent.

 

Personal Attributes:

 

  • Professional, positive, organised individual with good communication skills.

 

Key Details

 

Category | Trust / Administration

Level | Admin/Mid

Type | Permanent

Ref Number  | AD-JSY-2897



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