Senior Administrator – Private Client Services

  • Senior
  • Jersey

AD-JSY-10643

Job Description

We have a fantastic opportunity for a Senior Administrator – Private Client Services  to join a multijurisdictional, independent provider of institutional and private client services.

 

 

Key duties will include:

  • Administer and monitor a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care
  • Manage own billing and cash collection / debtors process, have an awareness of recoverability and work in an efficient manner so as to minimise write-offs
  • Review client structures, complete review processes for client entities, remain aware of risk exposure, including the fulfilment of responsibilities under the review procedures
  • Awareness and adherence to contractual and statutory obligations under the Group’s policies, procedures and guidelines, including the Group’s core values and expected behaviours
  • Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required
  • Ensure a professional service is provided to clients and intermediaries

 

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

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