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Senior Trust Administrator

REF: 351 | Trust Administration |
  • Location: St Helier
  • Type: Permanent
  • Job #351

Purpose of the role:

Our client is looking for a Senior Trust Administrator to assist with the administration, bookkeeping and/or preparation of annual accounts for a portfolio of private clients, including trusts and companies, under the supervision of the Manager.

Responsibilities:

  • Making payments
  • Communicating with intermediaries by email, letter and telephone
  • Accurate and timely administration and bookkeeping
  • Preparation of trust and company accounts and annual reviews
  • Assistance with the preparation of monthly/quarterly reporting
  • Assistance with FATCA / CRS Reporting
  • Ensure own and junior team members have completed time sheets on a daily basis
  • Achieve chargeability, WIP, recoverability and debtor targets within deadlines set 
  • Apply internal risk management procedures 
  • Produce and provide high-quality documents
  • To be the contact for juniors when it comes to technical matters and on professional relationships
  • Any other reasonable duties that may be assigned
Skills required:
  • A minimum of 3-5 years experience working in a private client trust and company environment
  • Accounts preparation and bookkeeping skills are essential
  • Always striving for excellent client service and delivery
  • A high level of tact, diplomacy and confidentiality is essential due to the nature of the work
  • Strong analytical skills are essential, with accurate and timely completion of work
  • Experience with global trade settlement and corporate action events preferred
  • Ability to be proactive with very close attention to detail to ensure work is of a consistently high standard
  • Exceptional, administrative, analytical and organisational skills are essential, with accurate and timely completion of work

 

 

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