Private Client Administrator

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is looking for a proactive and forward-thinking individual to manage a diverse portfolio of trust and company structures. This role requires a commitment to excellence and a drive to meet client needs effectively. The ideal candidate will be studying towards relevant qualifications such as STEP or CGI, showcasing their dedication to professional growth. Join a dynamic environment where your contributions will directly impact client success and satisfaction, making a meaningful difference in their financial journeys.

Qualifications

• Committed to achieving excellence for clients.
• Studying towards STEP, CGI, or equivalent qualifications.

Responsibilities

• Manage a portfolio of trust and company structures.
• Ensure client satisfaction and excellence in service delivery.

Skills

Proactivity

Client Management

Attention to Detail

Education

STEP qualification

CGI qualification

Equivalent qualification

Job description

Proactive and forward thinking individual sought to take responsibility for managing a portfolio of trust and company structures. The ideal candidate will be committed and driven to achieving excellence for their clients and studying towards an appropriate qualification STEP, CGI or equivalent.

For more information contact Rachael Douglas at [e-mail] or call 01534 727323.