Senior Administrator,
Private Client

To provide a comprehensive company and trust administration service.

Jersey - Channel Islands

Join the Hawksford team

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 and/or that of a team of colleagues, who may be involved in different types of 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 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. 
  • 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:

  • Proven experience, ideally in trust and company administration, financial services or legal services environment.  
  • Be studying/Qualified in CGI (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. 
 

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.