Administrator, Private Clients

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Overview

CSC
Type: Permanent
Sector: Administration
Reference: 13877

Administrator, Private ClientLocation: JerseyDepartment: Private ClientVacancy type: PermanentHours: 35 per week

The Position

Our Private Client team specialises in supporting wealthy families, family offices, and owner-managed businesses. As an Administrator, you will work closely with the team to manage a diverse portfolio of private client structures. This role requires strong attention to detail, initiative, and the ability to deliver a discreet, high-quality service.

Key Responsibilities

  • Support the administration of a portfolio of private clients across a variety of trust and company structures.
  • Take ownership of tasks, working independently while remaining a reliable support to senior team members.
  • Build strong technical knowledge of client structures and relevant regulatory requirements.
  • Contribute proactive, innovative ideas to improve daily processes and team efficiency.
  • Maintain excellent relationships with clients, colleagues, and external partners.
  • Communicate clearly and professionally with clients, in line with CSC service standards.
  • Accurately record time spent on client matters to support correct invoicing.
  • Prepare and submit statutory returns.
  • Assist with opening bank accounts, processing payments, and maintaining banking records.
  • Maintain document permanents, safe custody records, and protector consent files.

Your profile

  • Experience in a similar fiduciary or private client administration role.
  • Studying towards or holding a relevant professional qualification (ICSA/STEP preferred).
  • Able to work independently, using initiative and sound judgement.
  • Strong academic background and excellent organisational skills.
  • Proactive, curious, and willing to grow your expertise.
  • Broad understanding of fiduciary services and private client structures.

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