Administrator, Private Client

Our Client is seeking an Administrator, Private Client!

This reputable financial services company based in Jersey, is looking for an experienced Administrator to join their Private Client team. The role involves supporting portfolio management, delivering exceptional client service, and maintaining accurate records. The successful candidate will be responsible for assisting with client relationships, processing activities, and ensuring data quality, with opportunities to manage their own portfolio under supervision.

The ideal candidate will have at least 1 year of relevant Trust Administration experience, good communication skills, and a solid understanding of client service standards. Proficiency in Microsoft applications and GCSE/A Level qualifications are required. A proactive approach to continuous improvement and teamwork is essential.

For more information on this role, please contact Ben on 01534 707811 or email your CV to jobs@excel-recruitment.com.

Location: 
Jersey
Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Wed, 11 Nov 2026
Closing Date: 
Tue, 09 Feb 2027
Reference: 
13408

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