Summary and Overview

• Senior Trust Administrator/Trust Administrator 
• Jersey 
• Permanent
• Full time 
• Competitive Salary & Benefits

You'll provide support to the team with administering a portfolio of clients whilst adhering to our Client Service standards. We would also like you to join the monthly meetings to discuss our financial objectives and key performance indicators.

Your New Role

This list of duties is not exhaustive and may change from time to time according to business needs:

• Administers a portfolio of more complex / higher value accounts with a lesser degree of supervision
  
• Liaises directly with clients and professional advisers in relation to ‘business as usual’ administration matters including drafting and issuing routine correspondence & e-mails without prior approval by team leader / relationship lead
  
• Appreciates fully such matters that should be referred to the appointed team leader or relationship lead e.g. complex or unusual transaction requests, fee issues, service complaints etc
  
• Assist the team leader in achieving the team revenue targets via the accurate recording of time in timesheets, assisting with cash collection and managing debtors for allocated client list
  
• Assist the team leader in meeting KPI targets by the timely clearance of action points and activities on NAV
• Ensure compliance with company standards, policies and procedures

What will you need to succeed in this role?

As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for:

• CSP industry experience
• Experience of managing a client portfolio
• Studying for a relevant professional qualification
• Excellent client service

• Personal attributes which would be seen in the ideal applicant include;
  
  
• Able to work on own initiative
• Good organisational skills
• Team player
• Excellent communication skills
• Attention to detail

Equiom Group

For more than 45 years we have supported high net worth individuals and international corporations to nurture and fulfil their ambitions. We are a global professional services provider, working with private clients, corporate clients and funds to navigate the twists and turns to achieve their ambitions.

We are proactive and passionate. We provide exceptional service to develop deep and meaningful client relationships, providing an unrivalled breadth of bespoke end-to-end wealth protection and business support services.

We are a business which has expanded, allowing us to adapt quickly to change and invest in key areas to support our growth journey. We are looking for brilliant people to join our team to grow and develop with us.

What should you do now?

If you are interested in this role, please apply now. If you have read the above and are unsure about whether this is for you; maybe you can do most of the responsibilities, or you have some of the key skills, please get in touch for a confidential conversation about the role and we can discuss further.

Equal Opportunities

Equiom Group is committed to Diversity and Inclusion across our Global business. We welcome applicants from all interested parties, and any reference to qualifications or certifications should be read to be interchangeable with local or international qualifications and certifications. All applications will be reviewed solely on their merits. All recruitment and selection will be conducted in accordance with prevailing Employment and Equality legislation.