Administrator - Private Client Services
Alexander Daniels Offshore
Location
Jersey | United Kingdom
Job description
We have a fantastic opportunity for an Administrator to join expanding wealth management business.
Being a member of a dedicated and progressive team, providing comprehensive administration services to our international client base and their structures, whilst maintaining a defined client portfolio.
Core responsibilities:
- Administer a defined client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships;
- Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors;
- Assist the Senior Administrator / Assistant Manager / Manager in providing training to Assistant Administrators, where necessary;
- Assist with the billing process and debt collection for your client portfolio;
- Completion of the accounts “PAC” in a timely manner to enable the Accounts team to prepare the annual Accounts / Financial Statements for your client portfolio;
- Acquire, monitor and dispose of assets held within your client portfolio in accordance with the office procedures;
More information about this role is available upon request – contact the team today for further details.
Job tags
Salary
