Trainee Administrator, Private Clients (Jersey)

Administration Responsibilities:

Trainee Trust Administrator is responsible for assisting with the establishing, maintaining and terminating trust/company structures, and may include some or all of the following functions:

• Maintaining accurate statutory records and updating computer database and electronic records;
• Checking trust deed provisions and requirements particularly in relation to capital and income distributions, loans, pledges, guarantees, investment/asset manager appointments and asset transactions to ensure compliance with the terms of the trust;
• To become familiar with and attain a working knowledge of the companies and trusts laws and regulatory requirements (in particular Jersey laws);
• Checking and reviewing company’s articles of association to ensure activity is compliant with its terms;
• Preparing and processing bank transfer instructions with the relevant checklist;
• Undertaking PEP and Initial  reviews, together with assisting with the clearing of periodic review action points;
• Assisting the trust administrator to ensure that Trustee, Director and Shareholder meetings are held as necessary, with minutes and resolutions prepared;
• Providing administrative support to the team as required;
• Compliance with internal processes, guidelines and best practices according to regulatory requirements and company policy;
• Working within clearly defined processes with instruction, guidance and direction when required; and
• Other projects as assigned and other duties that may be deemed appropriate to this role.

Competencies:

• Attention to detail;
  
• Strong time management and organisational skills;
• Willingness to study for professional qualifications;
• Excellent interpersonal skills and ability to communicate effectively with clients and colleagues at all levels; and
• Ability to work under pressure and meet deadlines.

Professional Qualifications and Minimum Relevant Experience:

• No professional qualifications required – entry level position; and
  
• General competency in Microsoft Office e.g. Word, Excel, and Outlook.

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