Administrator – Private Client Services

  • Administration
  • Senior
  • Jersey

AD-JSY-10769

Job Description

We have a fantastic opportunity for an Administrator to join expanding wealth management business.

 

Being a member of a dedicated and progressive team, providing comprehensive administration services to our international client base and their structures, whilst maintaining a defined client portfolio.

 

Core responsibilities:

  • Administer a defined client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships;
  • Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors;
  • Assist the Senior Administrator / Assistant Manager / Manager in providing training to Assistant Administrators, where necessary;
  • Assist with the billing process and debt collection for your client portfolio;
  • Completion of the accounts “PAC” in a timely manner to enable the Accounts team to prepare the annual Accounts / Financial Statements for your client portfolio;
  • Acquire, monitor and dispose of assets held within your client portfolio in accordance with the office procedures;

 

More information about this role is available upon request – contact the team today for further details.

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