Administrator
Jersey
Vacancy listed 11/02/2026
Application deadline 30/04/2026
Details
Job Title: Administrator
Role Level: 2
Department: Private Client Services 

Role purpose

Being a member of dedicated and progressive team, providing comprehensive administration services to our international client base and their structures, whilst maintaining a defined client portfolio.

Core responsibilities

  • Administer a defined client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships.
  • Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors.
  • Assist the Senior Administrator/Manager/Senior Manager in providing day-to-day training to Assistant Administrators, where necessary.
  • Undertake the billing and debt collection for your client portfolio.
  • Undertake the initial review of the annual Financial Statements for your client portfolio.
  • Involvement in the acquisition, monitoring, management and disposal of assets held within your client portfolio in accordance with the relevant policies and procedures.
  • Prepare written correspondence, Board / Trustee minutes and checklists, as necessary.
  • Maintain your client files in an orderly manner, ensuring documents are filed correctly and in a timely manner.
  • Attend to CRS/FATCA reporting preparatory work and analysis.
  • Review periodic reviews prepared by the independent Case Review Administrator for your client portfolio and clear any findings.
  • Attend to preparation of annual returns and various jurisdictions’ tax returns for entities under administration.
  • Provide general assistance to other members of the team or management when required.

Technical / Professional / Qualifications Preference

  • CGI/ STEP Certificate or equivalent completed; or
  • Part way through ICAEW/ACCA Accountancy Qualification (with exam success to date); or
  • Basic Level Qualification relevant to function

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