Administrator, Private Clients

Description

Administrator – Private Client
Location: Jersey
Department: Private Client
Vacancy type: Permanent
Hours: 35 per week

The Position

Our Private Client team specialises in supporting wealthy families, family offices, and owner-managed businesses. As an Administrator, you will work closely with the team to manage a diverse portfolio of private client structures. This role requires strong attention to detail, initiative, and the ability to deliver a discreet, high-quality service.

Key Responsibilities

• Support the administration of a portfolio of private clients across a variety of trust and company structures.
• Take ownership of tasks, working independently while remaining a reliable support to senior team members.
• Build strong technical knowledge of client structures and relevant regulatory requirements.
• Contribute proactive, innovative ideas to improve daily processes and team efficiency.
• Maintain excellent relationships with clients, colleagues, and external partners.
• Communicate clearly and professionally with clients, in line with CSC service standards.
• Accurately record time spent on client matters to support correct invoicing.
• Prepare and submit statutory returns.
• Assist with opening bank accounts, processing payments, and maintaining banking records.
• Maintain document permanents, safe custody records, and protector consent files.

About You

• Experience in a similar fiduciary or private client administration role.
• Studying towards or holding a relevant professional qualification (ICSA/STEP preferred).
• Able to work independently, using initiative and sound judgement.
• Strong academic background and excellent organisational skills.
• Proactive, curious, and willing to grow your expertise.
• Broad understanding of fiduciary services and private client structures.