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Trust Services [TSVC] – St Helier, Jersey
Department Trust Services [TSVC]
Employment Type Permanent


This is a position requiring an ability to complete administrative assignments to a consistently high standard, within agreed timescales.  The post holder will have demonstrated an enthusiasm to maintain and develop a wide knowledge and understanding of corporate administration generally, to include money laundering, compliance and relevant legislation.



  • To deal with day-to-day administration tasks assigned to the post holder by other members of the Team which will include undertaking payments, preparation of draft minutes and correspondence, filing and scanning, collation of due diligence information, correspondence with clients and intermediaries and other tasks as required to support the team in the management of their client portfolios.
  • To develop a basic understanding of the mechanics of company and trust administration, and the main identifying features of trusts and companies. To develop a basic grasp of money laundering and regulatory issues.
  • To ensure workload is completed to a standard acceptable to the Senior Client Manager, and within agreed timescales.
  • To achieve objectives set both by senior members of staff and during the appraisal process.
  • To develop business like relationships with intermediaries and clients with whom the post holder comes in to regular contact, and to demonstrate a willingness to apply high standards of client care to all dealings with intermediaries or clients.
  • To gain an understanding of KYC policies and procedures in order to ensure absolute compliance with KYC procedures in order to maintain knowledge of the client business.
  • To build relationships with other team members.
  • And any other such duties that might be reasonably required for this role.


  • Working towards a relevant professional qualification (e.g. ICSA, STEP, CIB, ACCA)
  • Good organisational and time management skills, applied to knowledge of the mechanics of company administration. An ability to take responsibility for the completion of work within the engagement while staying alert to potential issues that need disclosing to the Senior Client Manager.
  • Professional manner, demonstrating good interpersonal skills and the ability to respond to clients’ needs. Also an ability to communicate efficiently and in a manner suitable to the client or intermediary being addressed.
  • Diligence and care in all aspects of the job, and the willingness to check understanding of tasks through questioning.
  • An interest in financial services and a genuine desire to learn how these can be used as tools for adding value to a client’s business.
  • A positive attitude, demonstrating enthusiasm and the desire to continue to take on further responsibility. A willingness to get involved in team issues and events.
  • CPD is a compulsory requirement for all trust company business employees.



  • To supports the Group’s goals, and demonstrate the confidence to contribute ideas.
  • To manage own workloads and clients’ priorities and to work to specific deadlines as agreed to with the team member responsible for the client.
  • To produce work with a high level of accuracy and attention to detail.
  • To ensure the achievement of a minimum of 25 hours per year relevant CPD (a maximum of 5 of which may be relevant reading).
  • To ensure that CPD records are maintained and updated regularly and are accounted to HR on a regular basis.
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  • Location
    St Helier, Jersey
  • Department
    Trust Services [TSVC]
  • Employment Type
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