Trainee Trust Administrator

  • Job Reference: 7293
  • Date Posted: 24 May 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Trainee
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

This exciting role will provide admin support to Senior and Assistant Trust & Company Administrators, duties to involve answering phones, clerical duties, preparing correspondence and spreadsheets; liaising with clients and implementing instructions once approved; preparing on-line payments and preparing appropriate vouchers; preparing documentation for incorporation/dissolution of companies and engrossment/termination of Trusts; prepare Annual Returns for client companies; prepare minutes and maintain statutory records; update, scan, file and archive records; contribute towards remediation and other projects; data input; help with tax filings and advice updates, asset performance reviews; client calls, financial account production deadlines, fee settlement discussions or chasers, quarterly nominal ledger requests for externally bookkept entities, CDD review and updates, breach/complaint/error remediation, client money reviews fee reviews and increases.
Requirements are full awareness of KYC and CDD requirements; committed to excellent client service; able to work on own initiative; diplomacy; strong admin, communication and organisational skills; competent in MS Word and Excel; strong team player; able to prioritise work; sound knowledge of regulatory framework and AML requirements.
Five years continuous residence in Jersey required.