Administrator / Senior Administrator

We are seeking an enthusiastic and meticulous individual to join our client’s Family Office Team as a Trust Administrator or Senior Administrator. Our client stands as one of the largest independent private client firms on the island, built on decades of expertise. You’ll be part of a people-centric organisation admired for optimising personal and business wealth while creating lasting legacies.

Skills You’ll Bring

• Accounting Knowledge: Leverage bookkeeping and accounting expertise, including preparing trial balances and reconciliations.

• Organisation: Seamlessly manage statutory records, client databases, and project timelines.

• Communication: Build relationships with clients, intermediaries, and team members through clear and professional interaction.

• Teamwork: Exhibit a positive and collaborative approach, contributing effectively to shared goals.

• Detail Orientation: Ensure accuracy and compliance in trust administration and financial activities.

What You’ll Do

• Set up and manage client records, statutory details, and database information.

• Assist with bookkeeping tasks, including monthly reconciliations and trial balance preparation.

• Handle the opening, monitoring, and closing of entity bank accounts.

• Collaborate with investment advisors, intermediaries, and senior team members.

• Follow and contribute to the firm’s policies, procedures, and standards of excellence.

What You’ll Need

• GCSEs in Maths and English, or equivalent, with Senior Administrators working towards STEP, CGI, or comparable qualifications.

• Confident communication skills tailored to diverse audiences and situations.

• Sound organization and time management, with an ability to prioritize tasks.

• A proactive mindset for resolving day-to-day challenges effectively.

• A team-oriented attitude with a commitment to exceptional client service.