Service/Department: Private Client Services
Sector: PCS Senior Administrator - Jersey
Being a member of dedicated and progressive team, providing comprehensive administration services to our international client base and their structures, whilst administering a complex client portfolio.
Administer a complex 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.
Provide day-to-day training to Assistant Administrators and in doing so build up their confidence and knowledge of Trust and Corporate services.
Undertake the billing and debt collection for your client portfolio.
Undertake the initial review of the annual Financial Statements for your client portfolio.
Involvement in the acquisition, monitoring, management and disposal of assets held within your client portfolio in accordance with the relevant policies and procedures.
Prepare written correspondence, Board / Trustee minutes and checklists, as necessary (or review such work if you are responsible for the training of an Assistant Administrator).
Maintain your client files in an orderly manner, ensuring documents are filed correctly and in a timely manner (or review such work if you are responsible for the training of an Assistant Administrator).
Attend to CRS/FATCA reporting preparatory work and analysis.
Review periodic reviews prepared by the independent Case Review Administrator for your client portfolio and clear any findings.
Attend to preparation of annual returns and various jurisdictions’ tax returns for entities under administration.
Provide general assistance to other members of the team or management when required.
CGI/ STEP Diploma or equivalent completed; or
Qualified Accountant (by qualification through the Professional body); or
Functional Qualification relevant to function; and
Evidence of Continuous Professional Development