Administrator
Jersey

Service/Department:

Private Client Services

Sector:

Private Client Services

Job type:

Administrator

Description:

Job Description
 
 

Job title: Administrator
 
Department: Private Client Services
 
Reporting to: Manager
Job Level: 2
 
Role purpose: Being a member of 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/ Manager/ Client Services Director in providing training to Assistant Administrators, where necessary;
  • Undertake the billing and debt collection for your client portfolio;
  • Undertake a review of the Annual Accounts/ Financial Statements for your client portfolio prior to signing;
  • Acquire, monitor and dispose of assets held within your client portfolio in accordance with the procedures as published on the intranet;
  • Prepare written correspondence, Board/ Trustee minutes and checklists, as necessary.
  • Maintain your client’s files in an orderly manner, ensuring documents are files correctly and in a timely manner;
  • Check periodic reviews once prepared and clear periodic review points raised;
  • Provide general assistance to the Manager/ Client Services Director when required.
Technical / Professional / Qualification Requirements:
  • Good GSCE’s/ A-Levels especially in English and Mathematics;
  • 2/3 years’ experience in the Private Client Services field;
  • Hold or studying towards a relevant professional qualification (preferably ICSA or STEP).
 
 
Person Specification / Competencies Client: Client focus, driven to deliver a quality service.
 
Company: Has a commercial outlook, follows procedures and is aware of risk. Spots opportunities to develop. Demonstrates an enthusiasm and aptitude for learning.
 
People: Works collaboratively and is a team player with strong communication skills.  Shares knowledge and experience.
 
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