Administrator,
Private Client
Manage a portfolio of trust and company structures, providing professional support and ensuring compliance with company policies. Responsible for preparing documents, liaising with third parties, attending client meetings, and maintaining client confidentiality.
Jersey - Channel Islands
Summary
Roles at this level provide professional advice and/or support, directly or indirectly to team based upon a full understanding of a technical, professional or specialised field. They plan and ensure progress within established procedures and clearly defined Company policy. They are expected to identify gaps in information, and conduct analyses to solve/resolve problems and issues with short-term consequences. They put forward recommendations on managing more complex situations. Individuals are responsible for planning and organising their own work. There is a need for liaison and the co-ordination of activities across a number of subsections of the Company. The work involves encountering changing priorities and differing situations.
Principal accountabilities:
- Responsibility for the administration of a portfolio of trust and company structures.
- To maintain the highest standards of administration including the periodic production of reports/analyses to third parties.
- Drafting/preparing less complex documents i.e. minutes/resolutions, as appropriate.
- To liaise with investment advisers, asset managers and other professional advisers.
- To attend client meetings with client directors and managers.
- To maintain client confidentiality.
- To observe CDD at all times.
- To record all time on the Company’s time recording system and ensure narrative is clear.
- Achieve financial targets as determined by management.
- Such other duties as the management may at times reasonably require.
The type of person we are looking for:
- Previous experience in a role at similar level. Exposure in working with Private Client is highly beneficial.
- A good understanding of Trust and Company administration.
- Currently studying towards a relevant professional qualification or willingness to do so.
- Experience building a strong rapport with colleagues and clients.
- Proven experience understanding and following business processes and checklists.
- Excellent communication skills with the ability to work within a team.
- Ability to use initiative and work independently.
- Strong organisational and time management skills are essential.
- Strong academic background, educated up to GCSE’s including Maths and English.
- Knowledge of Microsoft Office.
To find out more or have a confidential discussion, please email recruitment@hawksford.com or call +44 1534 740000.
Before you apply
Five years’ Jersey residency required for this role, as required by Control of Housing and Work (Jersey) Law 2012.
*£1,000 for successful direct applicants – Jersey Applications only
If you apply directly for this position (not via an agency or other introduction) you will receive £1,000 upon successfully completion of your probation period.
*This offer is currently available on Jersey opportunities only.