Senior Administrator, Private Client

Before you apply

Five years’ Jersey residency required for this role, as required by Control of Housing and Work (Jersey) Law 2012.

Principal accountabilities:

• Responsibility for the administration of a portfolio of trust and company structures including those of a complex nature.
• To review annual accounts on client portfolio and work with bookkeepers and accountants to ensure correct information recorded.
• To maintain the highest standards of administration including the periodic production of reports/analyses to third parties.
• To review periodic reports produced by professional advisers before approval by directors or trustees for submission to third parties.
• To drafting/preparing documents i.e. minutes/resolutions/small agreements etc., as and when appropriate.
• To liaise with investment advisers, asset managers and other professional advisers.
• To attend client meetings and be expected to develop a close working relationship with such clients.
• To identify opportunities where a beneficiary could benefit from other services that could be provided through the company network.
• To maintain client confidentiality.
• To assist with the supervision and development of junior staff as required.
• In conjunction with the client director, to cover Team Manager’s and/or other administrator’s portfolios of clients in absence of holiday/sickness if required.
• Such other duties as the management may at times reasonably require.  

The type of person we are looking for:

• Proven experience, ideally in trust and company administration, financial services or legal services environment.  
• Be studying/Qualified in CGI Diploma (ICSA) or equivalent professional qualifications  
• Be pro active and forward thinking  
• Be able to use your initiative when handling tasks and be committed and driven to achieving excellence for yourself and our clients
• Excellent communication skills.
• Assist with the supervision and development of junior staff.  

*£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.