Senior Administrator - Private Client Services

An independent boutique that has a fantastic reputation is looking to expand by hiring for a Senior Administrator position. The role requires an individual who holds or is working towards a relevant professional qualification such as ICSA/STEP Diploma.

The Senior Administrator will be responsible for administering a portfolio of client entities within a small team of Private Client specialists, collaborating primarily with a Client Director and Board Director. Making it a fantastic opportunity to work closely with senior professionals.

Key responsibilities include:

• Maintaining and administering client portfolios in accordance with trust deeds and/or corporate documents.
• Attending client meetings.
• Preparing file notes.
• Liaising with various stakeholders.
• Undertaking client file reviews.
• Managing action points from reviews and risk escalations.
• Preparing minutes.
• Monitoring clients’ cash requirements.
• Conducting client reviews with consideration for CDD.
• Responding to client queries.
• Overseeing the collection of outstanding aged debts.

Additionally, the Senior Administrator will provide guidance and support to the team administrators, participate in committees or sub-committees as needed for the governance of the Group of Companies, and ensure compliance with PPM and AML Manuals.

Key skills and experience requirements:
Minimum of 5 years’ experience in a Private Client role within the Jersey trust industry, with at least 3 years at the Administrator/Senior Administrator level.

The candidate must have entitled-to-work status in Jersey.

Familiarity with Jersey trust, company, foundation, and limited partnerships law, as well as knowledge of UK tax issues, financial markets, and the world economy is essential.