Senior Administrator – Private Clients ( Mat Leave Cover )

AD-GSY-9453

Job Description

We have a great new opportunity for a Senior Administrator – Private Clients ( Mat Leave Cover ) to join a global leader in providing tech-enabled corporate and fund solutions to clients, operating and investing in the international business environment.

 

As Maternity Leave cover for a member of the CLS, Private Clients Team the successful candidate will administer a portfolio of fiduciary structures in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.

 

The Key Responsibilities for the role are noted below:

  • Administer a portfolio of complex fiduciary structures to a high standard ensuring all administration procedures are adhered to;
  • Ensure administration is carried out in accordance with up-to-date tax and legal advice with support from client manager/client director;
  • Consistently deliver a timely and high-quality service to clients, demonstrating effective communication ensuring client managers/directors are copied in at all times;
  • Liaise with beneficiaries, investment advisers, bankers, auditors, property advisers, agents and lawyers on all matters relating to the management of a portfolio of complex fiduciary structures;
  • Ensure that invoicing fees and debt management is carried out in a proactive and timely manner;
  • Demonstrate a full understanding of client entity transactions, ensuring all client entity files are up to date and that Minutes and Meeting Notes have been drafter accurately with an appropriate level of detail;
  • Support team lead in the management of the team as required from time to time;
  • Delegate routine administration tasks to the administration team whilst retaining oversight to ensure tasks are being fully completed in a professional and timely manner;

 

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

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