26 Sep 2023

Senior Administator, Private Clients

Ref 36130

Are you an experienced administrator seeking a new challenge? A wealth services provider is seeking a 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
  • Reviewing tasks undertaken by the Assistant Administrator
  • 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, risk, and mitigation together with an understanding of CRS/FATCA. In addition, understanding of Guernsey Company and Trust Laws is needed along with awareness of AML legislation. If you are a strong team player, with excellent client focus, this could be the role for you!

Get in touch to register today!

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