Assistant Trust Administrator / Trust Administrator

Our Client is seeking a dedicated Assistant Trust Administrator / Trust Administrator to join their team.

Responsibilities:

  • Complete core workflows ensuring accuracy and consistency in client structure management.
  • Adhere to performance standard KPIs, with proactive issue escalation.
  • Manage client/structure data promptly, ensuring accuracy.
  • Progress documentation for bank account openings and process payments in compliance with AML, sanctions, and CFT regulations.
  • Collaborate effectively with Client Management and external providers.
  • File documents electronically/physically per records management policies.
  • Commit to ongoing learning and professional development.

Requirements:

  • Experience in Trust & Corporate Services.
  • Good knowledge of KYC, AML, CFT, and GDPR.
  • Proficient in NavOne and MS Office applications.
  • Preferred qualifications: STEP or ICSA (studying), Degree, or A' levels in relevant subjects.

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: 
Trust & Corporate Services
Job Posted: 
Tue, 08 Jul 2025
Closing Date: 
Mon, 06 Oct 2025
Reference: 
12708

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