• Administration
  • Guernsey


Job Description

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We have a great opportunity for an Administrator to join a Specialist Wealth Management company.



• 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.

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