Menu
AD-GSY-9244
We have a great opportunity for an Administrator to join a Specialist Wealth Management company.
Responsibilities:
• Assist with account opening at various transfer agencies.
• Assist with a variety of equity and fund transfers from various external and internal suppliers.
• Corporate actions: Monitor to ensure corporate actions are being handled in accordance with the SLA.
• New business: Client take-on according to internal guidelines & procedures.
• Completion of client risk assessments.
• Prepare client file reviews.
• General administration of client portfolios
More information about this role is available upon request – contact the team today for further details.
We’ve built our reputation on one basis – a people-first approach that focuses on culture and ability.
For candidates that need additional support, we’re able to prepare you for the entire application process. Whether you need help with your job search or preparing for an interview, we make sure that you’re always prepared for the next step in your application.
We have a range of resources available, all available for you to read for free.
1 Lefebvre Street, St Peter Port,
Guernsey, GY1 2JR
7 Castle Street, St Helier
Jersey, JE2 3BT