Senior Administrator
Jersey

Service/Department:

Private Client Services

Sector:

Private Client Services

Job type:

Senior Administrator

Description:

Job Description
 
 

Job title: Senior Administrator
 
Department: Private Client Services
 
Reporting to: Manager
Job Level: Level 3
 
Role purpose: 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.
 
 
 
Core responsibilities:
  • 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 Private Client Services;
  • 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 (and/or review such work if you are responsible for the training of an Assistant Administrator);
  • Maintain your client’s files in an orderly manner, ensuring documents are filed correctly and in a timely manner;
  • Undertake periodic reviews of client files, as necessary and review periodic reviews undertaken by an alternate reviewer of your client files, and clear periodic review points raised;
  • Provide general assistance to Manager/ Client Services Director when required.
 
Technical / Professional / Qualification Requirements:
  • Completion of a relevant Professional Qualification (i.e. ICSA or STEP Diploma Level);
  • Evidence of sufficient Continuous Professional Development (CPD);
  • Understanding and experience of compliance, risk and the mitigation thereof;
  • Understanding CRS/FATCA and economic substance, and experience with the classification thereof;
  • Acting as a “C” Signatory if required;
  • A competent understanding of the Jersey Regulatory Environment and applicable Company and Trust Laws;
  • Basic awareness of UK taxation for individuals and offshore structures;
  • Awareness of current Anti-Money Laundering (AML) legislation and related codes of practice;
  • Aware of current GDPR legislation;
  • Transactional / restructuring experience.
 
 
Person Specification / Competencies Client: Strong client focus, demonstrates drive and delivers a quality service. Sets standards.
 
Company: Has a commercial outlook, follows procedures and is aware of risk, escalating appropriately.  Has an innovative approach to work considering solutions.  Spots opportunities to develop and enhance people and process.  Demonstrates an enthusiasm and aptitude for learning and sharing knowledge.
 
People: Works collaboratively and is a team player with strong communication skills.  Shares knowledge and experience in support of the business, its people and culture.
 
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