Assistant Administrator
Guernsey
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Service/Department: Private Client Services
Sector: PCS Assistant Administrator
Role purpose:
Providing assistance to and being a member of a dedicated and progressive team, providing comprehensive administration services to our international client base and their structures.
Core responsibilities:
- Assist the team with the administration of a client portfolio, comprised of Trusts, Companies, Foundations and Limited Partnerships.
- Undertake bookkeeping to maintain accurate accounting records for the team’s client portfolio.
- Draft written instructions and online payments for distributions, dividends, professional fees, etc.
- Draft minutes and general correspondence for review by a Senior Administrator/Manager.
- Maintain an accurate statutory database of your team’s client portfolio.
- Liaise with intermediaries (banks, law firms and other professional advisors) by email, telephone and written correspondence, as required.
- Provide general assistance to the team, as necessary.
Technical / Professional / Qualification Requirements:
Graduate or School Leaver
Person Specification / Competencies:
Client: Good communication skills.
Firm: Has a commercial outlook, follows procedures, and has a demonstrable aptitude for learning.
People: Collaborative, team player, strong communication skills.