Senior Administrator: Corporate Services at Apex Group

The Role

To provide administration services to Client Directors and Assistant Client Directors in Jersey in respect of their portfolios of trust structures and other corporate entities, under the direction of a local Assistant Manager and Manager. The role will require the administrator to build an understanding of their client structures and the applicable legislation of the jurisdiction in which each structure is set up. This role will be suited for an individual with an interest in trust law and the administration of corporate entities such as companies.

Key Responsibilities:

• Building a detailed understanding of client portfolios, entity specific requirements and applicable statutory regulations/requirements and act as a source of guidance to junior team members;
• Work with team manager, assistant managers, client directors and assistant client directors to ensure the planning, coordination and completion of all regulatory obligations and client agreed deliverables within strict deadlines for the portfolio of entities are met;
• Assist with arranging income and capital distributions to beneficiaries and to correctly document the same;
• Check if tax calculations have been done and are on record;
• Maintain and monitor diary notes and workflows;
• Prepare and maintain accurate trust and entity summaries;
• Deal with the termination/exiting of trusts and other corporate entities;
• To ensure service delivered meets company policy and/or service level agreement;
• Participate and provide support to all new business activities;
• Contribute to any relevant tasks arising out of on-going projects;
• Ensure that the client information is accurate at all times;
• Provide accurate and timely monthly reports of key management information to Management or as required;
• Manage and supervise junior administrators who would typically be studying towards professional qualifications;
• Review minutes/records prepared by junior administrators and trainee administrators;
• Act as point of contact with client directors, assistant client directors and intermediaries such as lawyers, auditors, bankers and investment managers as required;
• Establish, build and maintain strong relationships and networks with both internal, cross jurisdictional and external contacts;
• Report any identified issues and risks, including legal/regulatory matters and client complaints, to senior management promptly;
• Ensure that all compliance and mandatory training is completed within required timescales.
• To act in accordance with all legal and regulatory requirements affecting the Company and ensuring that actions comply with both departmental procedures and this job description.

Qualifications

• Professional qualifications – LLB, BCom LLB
• Advanced Diploma in Estate and Trust Administration would be an advantage

Skills & Experience:

• 3 years of relevant industry/specialist experience in administration of trusts and working with corporate entities such as companies;
• Has sound technical knowledge of their respective field;
• Excellent attention to detail and high levels of accuracy;
• Excellent communication and organization skills;
• Learn and understand various jurisdictions legal and regulatory requirements, over time;
• Act as a point of contact with internal or external stakeholders;
• The jobholder will be required to assist in the administration of various portfolios of corporate entities and requires a combination of accounting, taxation, legal, investment, and commercial experience;
• Ability to motivate and influence a team;
• Should be fluent in English and attend to all correspondence in English.