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Trainee Trust Administrator

Private Client Services Enquire

Type:	Permanent
Hours:	Full Time
Reference:	37073

Full Description

Trainee Trust Administrator

Department: Private Client Services

Employment Type: Permanent

Location: Jersey

Description

This is an exciting opportunity to join a busy, supportive team within our Trust Department. In this role, you will assist with the administration of a portfolio of private client trusts and companies under the supervision 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
To apply internal risk management procedures
To know the main contacts and maintain good relationships with clients and other service providers
To know the needs and schedule of the client in order to anticipate some requests
Any other reasonable duties that may be assigned

Skills Knowledge and Expertise

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