Senior Administrator
Jersey
Vacancy listed 11/02/2026
Application deadline 30/04/2026
Details
 Job Title: Senior Administrator
Role Level: 3
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 administering a complex client portfolio.

Core responsibilities

  • Administer a complex 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.
  • Provide day-to-day training to Assistant Administrators and in doing so build up their confidence and knowledge of Trust and Corporate services.
  • 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 (or review such work if you are responsible for the training of an Assistant Administrator).
  • Maintain your client files in an orderly manner, ensuring documents are filed correctly and in a timely manner (or review such work if you are responsible for the training of an Assistant Administrator).
  • 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 Diploma or equivalent completed; or
  • Qualified Accountant (by qualification through the Professional body); or
  • Functional Qualification relevant to function; and
  • Evidence of Continuous Professional Development 

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