Trainee Administrator
About Us
Crestbridge Fiduciary is a privately-owned and independent fiduciary services provider.
Our specialist team work alongside HNW and UHNW individuals and families, providing a comprehensive and sophisticated global platform for protecting and structuring wealth. We offer a truly multi- jurisdictional service accommodating even the most complex cross-border structures, supported from our offices in Jersey and the USA.
The Role
You will work as part of a welcoming and supportive team who are responsible for administering a varied and interesting portfolio of family office clients. Your role will involve supporting the manager and administrators in the team with a range of tasks to ensure they deliver the highest quality levels of service to our clients. You will be trained and developed in all areas of client administration, giving you a great grounding to starting a career in administration.
Key Result Areas
- Provision of proactive support to team to ensure excellent service delivery to clients in line with Crestbridge Fiduciary standards, procedures and guidelines.
- Maintain and update client documentation accurately.
- Take responsibility for your personal development, in line with agreed performance objectives and development plans.
- Be a role model and ambassador for Crestbridge Fiduciary, always acting in accordance with our core values.