Trust Administrator - EBTs & Pension’s

Permanent contract|Jersey|Private Banking

Trust Administrator - EBTs & Pension’s

Kleinwort Hambros
  • Jersey, Channel Islands
  • Permanent contract
  • Private Banking


Description of the Business Line or Department

The role is in the EBTs and Pensions business line within Fiduciary & Trust Services which provides administration and

trustee services to employee incentive and pension schemes.

Summary of the key purposes of the role

  • To support trust officers in administering the day to day activities for several entity types, including but not limited to: employee share schemes, pension schemes, and deferred compensation schemes, ensuring that regulatory requirements, operational standards and controls are complied with.
  • The incumbent will assist the trust officers in the effective management of these structures and ancillary internal projects ensuring that their workload is processed efficiently in accordance with established deadlines.
  • On the job training on the trust structures will be provided and there is potential for supporting external studies (e.g. ICSA/STEP)

Summary of responsibilities

  • Preparation of transaction paperwork, for example trust resolutions, investment instructions and inputting of payments
  • Assist with preparation of trustee meeting packs, updating schedules and being a source of administrative support for the team senior trust officers
  • Gain knowledge of the clients in the portfolio such that you can independently take on various trust administration tasks
  • Static Data updates using NAVOne
  • Assist with general filing/archiving/scanning for the team
  • Billing and working capital cycle – prepare monthly billing packs, send out invoices and debtor chasing
  • Maintain training and development to continually improve their ability and performance.
  • General assistance in internal projects such as FATCA/CRS reporting and KYC/administration reviews
  • General administration duties

Profile required


  • Knowledge of Microsoft Office applications (Word/Excel/Outlook)
  • Experience of an office environment helpful
  • Attention to detail and accuracy
  • Ability to deal with conflicting demands under pressure
  • Ability to demonstrate effective communication skills
  • Client focus
  • Ability to work well in a team

Why join us

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

Business insight

If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Société Générale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender identity.

We are an equal opportunities employer and we are proud to make diversity a strength for our company. Societe Generale is committed to recognizing and promoting all talents, regardless of their beliefs, age, disability, parental status, ethnic origin, nationality, gender identity, sexual orientation, membership of a political, religious, trade union or minority organisation, or any other characteristic that could be subject to discrimination.

Reference: 23000NN0
Entity: Kleinwort Hambros
Starting date: 2023/11/27
Publication date: 2023/08/11