Assistant Administrator – Private Client Services

  • Administration
  • Jersey

AD-JSY-10757

LIVE

Job Description

We have a new opportunity for an Assistant Administrator ( Private Client Services ) to join a local Wealth Management Provider.

 

Core responsibilities:

  • Assist the team with the administration of a client portfolio, comprised of Trusts, Companies, Foundations and Limited Partnerships;
  • Undertake bookkeeping to maintain accurate accounting records for the team’s client portfolio;
  • Draft written instructions and on-line payments for distributions, dividends, professional fees etc;
  • Draft minutes and general correspondence for review by the Administrator / Manager;
  • Maintain an accurate statutory database of your team’s client portfolio;
  • Liaise with intermediaries (banks, law firms and other professional advices) by email, telephone and written correspondence, as required;
  • Provide general assistance to the team, as necessary.

 

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

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