Trust Administrator - Client Support Services

Brand:  HSBC
Area of Interest:  Private Banking
Location: 

St Helier, JE, JE, JE1 1HS

Work style: 
Date:  31 Oct 2024

Some careers shine brighter than others.

 

If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

 

As an HSBC employee in the Channel Islands and Isle of Man (CIIOM) you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all employees, enhanced parental and and adoption pay and support when you return to work, and a non-contributory pension scheme with a generous employer contribution.

 

We are currently seeking an ambitious individual to join our team as Client Support Administrator.

 

The Client Support Services team plays a key part in the client end to end journey, supporting the Trust Relationship Managers (TRMs) on key administration support services including payments, bank, and investment account opening, third party appointment, Registered Office/Registered services, fee revenue, trust documentation (including providing documentation solutions and advice), ad-hoc/special projects, and data maintenance control. 

 

This is a fantastic opportunity to work within a busy team which is at the centre of all operational and transactional activity within HSBC’s Trust operation in Jersey and gain a great understanding of Trust Company Business whilst working for one of the world’s largest and most stable financial institutions. Full training will be provided.

 

In this role, you will have:

  •           Prepare minutes/ resolutions/ other related documents/payments/distributions of a non-complex nature and execute as authorised signatory.
  •           Communicate with internal clients, global offices and local Agents independently.
  •           Work with other departments to facilitate delivery of administration service to clients.
  •           Observe and reinforce internal control policies and procedures and statutory guidelines as applicable to the role.
  •           Timely implementation of internal and external issues raised by management, audit and regulators.
  •           Assist in ad hoc projects.
  •           Support the client relationship managers with any relationship tasks including account opening, fee billing.
  •           Maintain client data records and information sources with updated trust account information.
  •           Assist in the preparation of trust reviews, investment reviews.
  •           Prepare Statutory filings.
  •           Assist with appointment of Third-Party Service Providers and Associated Persons and the maintenance of data records.
  •           Support TFS ’s objective to have a globally consistent Global Operating Model including the implementation of GTFS, ongoing upkeep of GOM procedures and the continued refinement of existing policies and procedures.

 

To be successful in this role you should meet the following requirements:

  •           Trust Administration experience to include knowledge in trust instruments and documentation as well as trust and tax laws, accounting, investments and properties is essential
  •           NAV ONE experience is desirable
  •           Meticulous with a keen eye for detail
  •          Good communication skills, both written and spoken
  •           Fast learner with a positive attitude
  •          Team player with good interpersonal skills

 

Continue to grow with our internal opportunities.

 

This role must be based in Jersey, Channel Islands. 

 

For further details and application information please click “Apply”

 

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. 

 

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: hsbc.recruitment@hsbc.com

Telephone: +44 207 832 8500