Senior Administrator / Assistant Manager, Private Wealth
We’re partnering with a highly respected private wealth business in Jersey who are expanding their team at either Senior Administrator or Assistant Manager level.
These roles offer an excellent chance for experienced trust professionals looking for greater flexibility, a genuinely supportive working culture, and structured career progression. With a hybrid working model in place, you’ll have the opportunity to balance office collaboration with the freedom to work remotely.
Whether you’re ready to step up into a more senior position or simply want a more modern, balanced way of working without compromising on quality or development, these opportunities are well worth exploring.
KEY RESPONSIBILITIES:
- Administration of a varied portfolio of trusts and companies for HNW and UHNW clients
- Liaising with clients and intermediaries across multiple jurisdictions
- Assisting with client take-on, due diligence and ongoing monitoring processes
- Drafting of board minutes, trustee resolutions and maintaining statutory records
- Contributing to the training and mentoring of junior staff (for senior-level roles)
- Supporting team leaders with project work and process improvements
- Ensuring accurate records and compliance with all regulatory obligations
QUALIFICATIONS AND EXPERIENCE:
- 4 – 6 years experience within Private Wealth or trust and fiduciary administration
- STEP/ICSA qualifications (or studying towards) are preferred but not essential
- Familiarity with relevant regulatory frameworks and strong attention to detail
- Good understanding of risk awareness, due diligence and AML requirements
SKILLS AND ATTRIBUTES:
- Strong organisational skills and ability to prioritise a busy workload
- Professional and confident communicator with clients and colleagues
- A genuine interest in building client relationships and delivering excellent service
- Ambition to grow and progress within a trusted and stable business
- Must be Entitled or Entitled to work in Jersey
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