Trainee Trust Administrator
Role Summary
Who we are
Affinity is an independent private client, trust and fiduciary business, headquartered in Jersey, Channel Islands,with a new office in Dubai. We work closely with families and individuals,providing long-term structuring solutions to help preserve and enhance their assets for themselves and across generations.
Privately owned, our interests are wholly aligned with our clients, and our ethics and values are at the core of everything we do. We were the first UN Global Compact participant in Jersey,consistent with Affinity’s commitment to being a responsible business.
Our primary focus is service excellence,delivered by qualified, entrepreneurial, and commercial directors and trustees,to ensure long-term relationships across generations.
Job summary
Joining a successful and expanding wealth management business, in a key role providing administrative support whilst embarking on a Trust and Company Administrator Training program. Full training and guidance will be provided.
The individual will work closely with all members of the trust team, including: client administration, operations, investment support and accounts, liaising with both clients and intermediaries. You will bring a hardworking and collaborative attitude, engage positively with colleagues, manage pressure effectively and communicate clearly with clients and colleagues. An aptitude for managing changing priorities, an enquiring mind and a sense of humour are important to this role.
We welcome you if you are starting out in your career, returning to work after a career break, or looking to develop your skills in trust administration.
Duties and responsibilities will include;
- Delivering excellent client service by being organised, methodical, efficient and diligent
- Providing clerical support, payment processing, mail handling, statutory reporting, project management and daily operational tasks.
- Assisting with client onboarding, opening bank and investment accounts, and maintaining accurate client records
- Acting as a proactive team player with the confidence to work well with all levels of people
- Communicating effectively with clients and intermediaries
- Inputting and maintaining information on client data systems
- Undertaking general administration of clients’ affairs
Qualifications and skills
Essential
- Must have “Entitled for Work” status i.e. minimum of 5 years residency in Jersey
- Excellent organisational and time management skills, attention-to-detail and the ability to quickly adapt to a changing environment
- Ability to work to deadlines
- Initiative,enthusiasm and confidence to complete projects
Desirable
- Good at building and maintaining relationships, with first-rate interpersonal and communication skills and a friendly and encouraging professional demeanour
- Proficiency with Microsoft Office and an aptitude to learn new software systems
Benefits
We strive to build a diverse, inclusive and equitable workplace. All permanent employees of Affinity are entitled to an attractive benefits package including pension, private healthcare and participation in a well-being programme. We support and encourage learning and the work is interesting and challenging. We enjoy what we do and have fun doing it.
Learn more about our benefits on the Careers page
Inclusive hiring practices
We aim to make our recruitment process as inclusive as possible. If you require any reasonable adjustments or support to participate in the interview process, please let us know. We will treat any information provided confidentially and use it only to help make the process accessible for our candidates.
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