Trust & Corporate

Trust & Corporate

Senior Trust Administrator


Role Summary

Working as part of a growing and dynamic team to provide comprehensive trust and corporate administration services to our international client base.

Core Responsibilities

  • Direct responsibility for a balanced portfolio of trusts and companies, including day to day administration, maintenance of accounting records and minuting
  • Liaising with clients and intermediaries and attending client meetings both in Jersey and overseas
  • Conducting annual reviews to meet with regulatory requirements
  • Reviewing bookkeeping records and preparing accounts files to allow the preparation of year-end accounts, comprising of balance sheet and income and expenditure account
  • Responsibility for client billing and debt collection
  • Providing management information including cash

Technical / Professional / Qualifications / Requirements

  • ICSA or STEP Diploma completed
  • Evidence of Continuous Professional Development

Person Specification

Client: Strong client focus, driven to deliver a quality service, spots opportunities for development of client delivery and service, sets standards.

Firm: Has a commercial outlook, follows procedures, innovative approach to work, spots procedural weaknesses and identifies areas for efficiencies, manages regulations and risk, proactive escalation of self-identified risk areas, demonstrable active learning, evidence of shared learning.

People: Collaborative, team player, strong communication skills, shares knowledge and experience. Some management responsibility skills and experience.

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