Trainee Trust & Company Administrator

JOB PURPOSE & OVERALL OBJECTIVE

To assist with the day to day administration of non-complex Trusts and Companies in respect of those entities assigned or as requested in order to meet objectives with respect to time utilisation. You may, ultimately have your own portfolio of non complex clients to administer.

To ensure Companies and Trusts under administration are meeting their statutory obligations and requirements.

To assist the Company in meeting their obligations and requirements by having a good understanding of all relevant laws, orders and regulations in force governing that type of business.

To obtain a good working knowledge of the Company's internal policies and procedures and the local regulatory and compliance environment in order to meet statutory obligations.

CLIENT RELATIONSHIP MANAGEMENT (CRM) & BUSINESS SUPPORT

Accompany your supervisor and/or Director to meetings with clients as requested to develop relationships and increase knowledge and understanding.

MAIN RESPONSIBILITIES AND DUTIES

To perform the day to day administration in maintaining those entities assigned from time to time in accordance with the Company's policies and procedures.

To prepare correspondence (emails, faxes, file notes/memos and letters) in accordance with house style, ensuring 4 eyes review prior to being sent.

To assist with the preparation of minutes for both Trusts and Companies as required. To ensure all client assets are correctly identified and allocated under the full control and discretion of the Trustees or Company as relevant.

To gain a good knowledge of customer products and processes to deal with non standard queries, referring upwards as appropriate.

To attend in-house meetings from time to time, for training, business development and such as may be required.

To assist with the monitoring of all client transactions passing through the entities in accordance with Anti-Money Laundering regulations in force from time to time and report any suspicions promptly to the Money Laundering Reporting Officer (MLRO).

required from time to time by the directors. The list of duties is not exhaustive and may change from time to time according to business needs.

NECESSARY EXPERIENCE AND/OR QUALIFICATIONS & ANNUAL CPD REQUIREMENTS

Minimum qualifications/education/experience

School leaver with a minimum of five Grade C GCSEs, including Maths and English (or equivalent. Desire to engage in further studies and able to demonstrate commitment to study in own time in order to progress and embark on gaining an appropriate professional qualification in accordance with table 5 of the Trust and Company Business Codes of Practice to qualify as a Category C employee. Possess good communication skills, both orally and in the written word.

Good clerical and business acumen skills to be able to undertake all duties with integrity and diligence. Ability to demonstrate a good knowledge of offshore financial services and the regulatory environment. Computer skills (Microsoft Office).

Develop a good working knowledge of Unity, RDC and any other software packages used by the Company relevant to the role.

Ability to work in a team is essential.

Ability to demonstrate inter-personal communication and relationship skills, essential to progress career to a high professional standard.

Must be a Jersey resident of 5 years + no sponsorship available