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Location

Guernsey | United Kingdom

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Job description

Our client is a wealth management company seeking to recruit a Private Clients - Senior Administrator. This is a parental leave cover for a minimum period of 6 months.

Reporting into the Team Manager, this candidate would be looking after their own busy portfolio of clients. They need to be able to have solid experience and want to roll up their sleeves and get stuck in.

Overall purpose of the role:

Administer a portfolio of fiduciary structures in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.

Key responsibilities will include;

• Administer a portfolio of complex fiduciary structures to a high standard ensuring all administration procedures are adhered to
• Ensure administration is carried out in accordance with up-to-date tax and legal advice with support from client manager/client director
• Consistently deliver a timely and high-quality service to clients, demonstrating effective communication ensuring client managers/directors are copied in at all times
• Liaise with beneficiaries, investment advisers, bankers, auditors, property advisers, agents and lawyers on all matters relating to the management of a portfolio of complex fiduciary structures

The successful candidate will have:

• Evidence of prior and proven relevant experience in regulated finance or professional services
• Sound organisation skills and supervisory experience
• Possess a solid understanding of the business and markets applicable to the business
• Hold a relevant professional qualification such as STEP, ICSA
• Strong technical IT skills

For more information, please email: [email protected] or call: +44 1481 723221. Please visit our website for our latest vacancies.

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Job tags

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Salary