17 Apr 2024

Senior Administator, Private Clients

Ref 36130

Are you an experienced administrator seeking a new challenge? A wealth services provider is seeking a driven Senior Administrator to join their growing team.

Key responsibilities

  • Building and developing strong working relationships with your team
  • Maintaining client files in an orderly manner 
  • Preparing written correspondence such as, Board/Trustee minutes and checklists
  • Administering a complex client portfolio which may include Trusts, Companies Foundations and Limited Partnerships
  • Undertaking the billing and debt collection
  • Providing day-to-day training and mentoring

Ideally you will be qualified or partially qualified in a relevant qualification, along with an understanding of compliance, Guernsey Company and Trust Laws, AML legislation, risk, and mitigation together with an understanding of CRS/FATCA. If you are a strong team player, with an excellent client focus, this could be the role for you!

Get in touch to register today!

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