Trainee Administrator, Private Equity

  • Trainee/Graduate
  • Jersey
  • Permanent
  • Full Time
  • 34637


Purpose of role is to provide excellent levels of client service and support to the team.  Duties involve reviewing and amending CRM data; preparing payment instructions including for online banking systems, with supporting documents for own clients; understanding requirements/process for payments for high risk clients; preparing basic correspondence; preparing billing control forms and work in process reports; compiling statutory filing; scheduling and producing board packs for meetings; attending meetings and preparing minutes, resolutions and reports; requesting appropriate CDD documentation (under supervision); preparing (with assistance) checklists for investments, distributions and draw downs; updating team schedules/reports and team specific spreadsheets/information; undertaking general office administration.

This role would suit a school leaver with sound academics or trainee/graduate with some exposure to working in an office; studying for/willing to study for ICSA/STEP Certificate/Fund Admin Certificate/Diploma/ACA/ACCA; working knowledge of MS Office; basic understanding of local finance industry and regulatory requirements;  high level of accuracy with good attention to detail; good time management and the ability to prioritise workloads; team player; flexibility; motivated; strong commitment to client service excellence; proactive; driven.

Five years continuous residence in Jersey required.


For more details contact Francesca Kubas Cronin

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Trainee Administrator, Private Equity

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