Administrator, Private Clients

Itchy Feet; Jersey Marine; Sur place; GBP 26 000 - 36 000; Plein temps

Résumé du poste

Itchy Feet is seeking an Administrator to join its Private Client team in Jersey on a permanent, full-time basis, with a 35-hour work week. The role involves managing a portfolio of private clients across various trust structures, requiring discretion and the ability to work independently to maintain a discreet, professional service.

You will collaborate with colleagues to handle administrative duties, act as a technical expert on client structures and regulatory requirements, and strive to

Qualifications

• Experience in a similar role.
• Studying towards or holding a professional qualification, ideally ICSA/STEP.
• Ability to work independently and use own initiative.
• Strong academic background.
• Proactive and forward-thinking mindset.
• Broad understanding of fiduciary products offered.

Responsabilités

• Collaborate with your team to manage a portfolio of private clients covering various trust structures.
• Proactively take on additional responsibilities and administrative tasks as requested by your manager or clients.
• Serve as a technical expert on client structures, including relevant regulatory requirements.
• Be responsible and approachable when assigned tasks by senior team members.
• Provide innovative ideas to improve the efficiency of daily tasks.
• Drive personal development using available resources to achieve success.
• Establish and maintain positive relationships with suppliers, colleagues, and clients.
• Communicate openly and honestly with clients regularly, adhering to service level agreements.
• Accurately record all time spent on client matters to ensure correct invoicing.
• Produce and submit all necessary statutory returns.
• Assist in the opening of bank accounts and processing payments.
• Maintain bank statements, documentation, and safe custody records.

Connaissances

Attention to detail

Independent worker

Discretion

Formation

ICSA/STEP qualification

Description du poste

Our client is seeking an Administrator to join their Private Client team in Jersey on a permanent basis, offering a full-time position with a 35-hour work week. In this role, you will work closely with your team to manage a portfolio of private clients, which includes a diverse range of trust structures. This position requires strong attention to detail and the ability to handle tasks independently, ensuring a discreet and professional service for clients.

Job Duties:

• Collaborate with your team to manage a portfolio of private clients covering various trust structures.
• Proactively take on additional responsibilities and administrative tasks as requested by your manager or clients.
• Serve as a technical expert on client structures, including relevant regulatory requirements.
• Be responsible and approachable when assigned tasks by senior team members.
• Provide innovative ideas to improve the efficiency of daily tasks.
• Drive personal development using available resources to achieve success.
• Establish and maintain positive relationships with suppliers, colleagues, and clients.
• Communicate openly and honestly with clients regularly, adhering to service level agreements.
• Accurately record all time spent on client matters to ensure correct invoicing.
• Produce and submit all necessary statutory returns.
• Assist in the opening of bank accounts and processing payments.
• Maintain bank statements, documentation, and safe custody records.

Job Requirements:

• Experience in a similar role.
• Studying towards or holding a professional qualification, ideally ICSA/STEP.
• Ability to work independently and use own initiative.
• Strong academic background.
• Proactive and forward-thinking mindset.
• Broad understanding of the range of fiduciary products offered.

What You'll Love:

Our client fosters an inclusive and supportive working environment, offering opportunities for professional development and career advancement. You will have access to resources that help in achieving personal growth and enhancing your skills. They are committed to creating a diverse atmosphere where all employees feel valued.