Saint Helier, St Helier, Jersey

Client Administration Director

 Job Description:

The Jersey Trust department of is a team of qualified and experienced professional trust and corporate administrators and accountants that create, manage, and administer structures servicing the wealth succession needs of private clients and family offices.

The Client Administration Director is responsible for the supervision and day to day management of all aspects of administration and service for the trusts and companies (and other legal entities as appropriate)

Job Description

Lead three trust administration teams, working closely with the Client Directors who will manage their teams day to day, focussing on the development, maintenance and growth of a business ensuring high levels of client service, consistency, and operational efficiency of administration tasks;

Be a Board member of  Trust Company (Jersey) Limited  and subsidiaries, a member of the Trust Management Committee and as an A signatory (or equivalent);

Drive the achievement of the  budget and new business targets through proactive onboarding of new client relationships and the ongoing management and development of existing client relationships;

Responsible for all aspects of administration and service for the trusts and companies administered b  throughout the fiduciary lifecycle from initial client onboarding, ongoing reporting requirements and structure changes to termination and closure;

Assist and support the Client Directors with the operation and administration of the business line as a whole. Act as a contact point for the administration teams on technical and other matters and develop existing and new talent within the business;

Attendance to meetings and correspondence with clients and/or their advisers in a timely and efficient manner;

Lead commercial reviews of specific areas of the business and reporting on the findings to the Trust Managing Director;

Work with the New Business Director, Operations Director to identify areas to improve the client experience and implement operational efficiencies, ensuring that the function is operating as efficiently and effectively as possible;

Ensure that clients are administered in line with risk management framework, structure specific and fiduciary risks are mitigated as appropriate. Comply with all local regulatory requirements (law, codes of practice and guidance), Group and local policies and procedures relevant to the department;

Maintain adequate policies and procedures for the work conducted by the Trust Administration teams ensuring these are aligned to expected documentation standards;

Provide support to Managing Director on any ad-hoc duties as required from time to time;

Lead and contribute to projects and change initiatives across the organisation as required. Continually look to identify areas of improvement, standardisation, and increased efficiency to enhance the overall service delivery of the team;

Some travel to existing and prospective clients, other professional firms or companies could be required

RELEVANT EXPERIENCE AND SKILLS:

A minimum of 10 years experience in a similar role and previous experience of managing administration teams would be desirable;

Experience of working in a trust and company business environment with a strong technical understanding of all areas of client administration;

The ability to work accurately under pressure, independently, and communicate with clarity and purpose both in written and verbal forms, build strong relationships and credibility with key internal stakeholders;

Solution driven, approachable and able/willing to communicate with other areas of the business and key stakeholders in a confident and professional manner adopting work ethos and values;

Proficient in the use of a range of Microsoft products (Outlook, Word, Excel, and PowerPoint) is required.

QUALIFICATIONS:

Must hold a table 4 professional qualification (Society of Trust and Estate Practitioners (STEP), International Compliance Association (ICA), Chartered Governance Institute or equivalent) as defined by the Jersey Financial Services Commission.

  Required Skills:

Subsidiaries Clarity PowerPoint Regulatory Requirements Accountants Service Delivery Financial Services Operational Efficiency Codes Closure Structures Onboarding Reviews Travel Directors Forms Risk Management Pressure Administration Documentation Maintenance Business Management