Trust Portfolio Administrator

Apex Group is looking for an experienced Trust Portfolio Administrator to join their team. This role involves providing administrative support and relationship management to a portfolio of clients. The successful candidate will work closely with a Manager to deliver high-quality services to all customers within the portfolio.The RoleThe main responsibilities...

Role OverviewTo support the team in the administration of a portfolio of Trust and Companies at Kleinwort Hambros.The successful candidate will be responsible for maintaining client relationships and providing a high quality of service to internal and external stakeholders.The role requires a good understanding of the JFSC/GFSC regulations and AML/KYC...

Role PurposeTo effectively manage a diverse portfolio of UK trusts, with a focus on estate administration and client relationship management.The successful candidate will be responsible for autonomously managing a portfolio of trusts and estates, ensuring that all duties are carried out in a professional manner, in accordance with company policies, legal...

Role Purpose: Manage a diverse portfolio of UK trusts, handling estate administration with competence and autonomy. Maintain client relationships and adhere to policies, legal requirements, and company standards.Key Responsibilities: Competently manage a portfolio of trusts and estates, and have client relationship management responsibility. Carry out duties...

Job SummaryWe are seeking a skilled Trust Administration Specialist to join our team at Kleinwort Hambros. The successful candidate will be responsible for supporting the administration of a portfolio of Trust and Companies, maintaining client relationships, and providing a high-quality service to internal and external stakeholders.Key...

We are seeking a seasoned Senior Trust Manager to oversee the administration of complex private client portfolios within our Family Office. This role offers an exciting opportunity to work with a team of professionals in a fast-paced environment, overseeing the management and development of Administrators.Key Responsibilities:Own and manage a portfolio of...

Residency5 years residency NOT requiredEmployerApex GroupClosing date22 April 2024Reference56272ContractPermanentHoursFull TimeSalaryNegotiableTrust Manager - Personal Trusts Role Purpose To manage a varied portfolio of UK trusts, and deal with estate administration. Competently and autonomously manage a portfolio of trusts and estates and have client...

Job DescriptionWhat’s In It For YouCompetitive salaryAnnual Salary ReviewsHybrid WorkingFlexible working hoursPension Private medical insuranceDental planLife assuranceIncome protection & Critical illnessPurpose of the JobTo provide professional trust and company administration services to a varied portfolio of clients in Private Client, and at all times...

Residency5 years residency requiredEmployerKleinwort HambrosClosing date28 March 2024Reference55686ContractPermanentHoursFull TimeSalaryNegotiableSummary of the key purposes of the role To support the team and complete the day-to-day activities involved in the administration of a portfolio of Trust and Companies. Maintain Client Relationships. Provide a...

Job Description To assist with the efficient and profitable administration of a number of trusts and companies allocated to the team through managing. Specifically responsible for the comprehensive administration of trusts and companies under their charge, usually of a more complex nature and the supervision of junior members of the team.  ...

Key ResponsibilitiesAdminister and take responsibility for serving all aspects of a portfolio including complex clients with limited guidance from a Trust Executive while ensuring adherence to the Administration Charter.Understand the commercial aspects relating to the case load you administer and the risk/reward associated, review and interpret complex...

Residency5 years residency requiredEmployerKleinwort HambrosClosing date28 March 2024Reference55688ContractPermanentHoursFull TimeSalaryNegotiableSummary of the key purposes of the role To support the team and complete the day-to-day activities involved in the administration of a portfolio of Trust and Companies. Maintain Client Relationships. Provide a...

About UsApex Group is a leading provider of high-end services to the financial industry, with a strong presence in Jersey. Our mission is to deliver exceptional client experiences through bespoke solutions and expertise.Role OverviewWe are seeking an experienced Executive Portfolio Manager to join our Private Client and Family Office Team. As a key member of...

Company OverviewAt Standard Bank Group, we believe that our people are our greatest asset. As a leading financial services group in Africa, we strive to create a thriving environment where you can bring your whole self to work and pursue your dreams.About the RoleThe successful candidate will be responsible for the comprehensive administration of complex...

Job Description: To efficiently manage the administration of trusts and company structures allocated to the team, with a focus on comprehensive administration of complex vehicles. Key Responsibilities: Assist in the administration of trusts and company structures, ensuring compliance with regulatory requirements. Provide comprehensive...

About Alter DomusWe are a leading provider of alternative investment fund services, proud to be home to 85% of the top 30 asset managers in the industry. Our global team of over 5,000 professionals across 23 countries is dedicated to delivering exceptional client service and supporting our clients' success.With a deep understanding of what it takes to...

Job Description To assist with the efficient and profitable administration of a number of trusts and company structures allocated to the team. Specifically, responsible for the comprehensive administration of complex vehicles under their charge. Qualifications Minimum Qualifications Diploma: Finance or Accounting Experience Required Wealth...

Cititrust (Jersey) Limited provides a wide range of personal Trusts and estate management services to UHNW clients of Citibank Private Bank. Cititrust (Jersey) Limited is part of a global fiduciary business with trust companies around the world that are integrated by both management, systems and responsible for the global business strategy and delivering...

**Company Description** IQ-EQ is a leading Investor Services group which combines global expertise with an unwavering focus on client service delivery. We support fund managers, global companies, family offices and private clients operating worldwide. **Job Description** Senior Officer, Private Wealth** **Office**: Jersey - Gaspé House - In order to fulfil...

About the RoleWe are seeking a skilled Financial Portfolio Manager to join our team at Apex Group. As a key member of our organization, you will be responsible for managing client portfolios, including administration and company secretarial matters.Key ResponsibilitiesManage and supervise administrators and trainee administrators who would typically be...