Saint Helier, St Helier, Jersey

Trainee Trust Administrator

 Job Description:

Job Title: Trainee Trust Administrator

Location: Jersey

About the organisation:

This is an exciting opportunity to join a busy, supportive team within a Trust Department. In this role, you will assist with the administration of a portfolio of private client trusts and companies under the supervision and mentoring of the Trust Manager.

Key Responsibilities

  • Always strive for excellent client service and delivery
  • Making payments/ Bookkeeping
  • Assistance with the preparation of trust and company accounts
  • Scanning and collation of documents required for new investments and accounts with new service providers. Communicating with intermediaries by email, letter and telephone
  • Assistance with the preparation of reporting to clients, to ensure that timesheets are completed on a daily basis
  • To achieve chargeability, WIP, recoverability and debtor targets within deadlines set

Skills Knowledge and Expertise

  • Good interpersonal, written and verbal communication skills, with the ability to communicate at all levels
  • Well organised/ Good administrative skills are required - with accuracy and timely completion of work
  • Strong numeracy skills are essential
  • Ability to adapt to a variety of work on a number of clients

The successful candidate will ideally have:

  • Flexible, with the ability to work to time pressures and react calmly to changing demands
  • Good working knowledge of Microsoft Office packages, particularly Word and Excel
  • To be brave enough to ask questions and raise issues appropriately
  • To look for information and for (external) procedures related to applicable legislation
  • To show interest in the structure in place and try to understand it
  • To show interest in the transactions and operations carried out and try to understand them
  • To be aware of the limits of his/her decision-making entitlement and not to take risks in this regard