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Senior Administrator, Private Clients

  • Trust
  • Jersey
  • Permanent
  • Full Time
  • 35116

Description

Candidate will oversee administration of a portfolio of trust and company structures including those of a complex nature; review annual accounts on client portfolio and work with bookkeepers and accountants to ensure correct information recorded; maintain highest standards of administration including periodic production of reports/analyses to third parties; review periodic reports produced by professional advisers before approval by directors or trustees for submission to third parties; draft/prepare documents i.e. minutes/resolutions/small agreements; liaise with investment advisers, asset managers and other professional advisers; attend client meetings and develop a close working relationship with such clients; identify opportunities where a beneficiary could benefit from other services that could be provided through the company network; assist with supervision and development of junior staff; observe CDD at all times; record all time on time recording system and ensure narrative is clear; achieve financial targets.

Five years continuous residence in Jersey required.

RECRUITMENT CONTACT

For more details contact James Troy

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Senior Administrator, Private Clients

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