Private Equity Admin and Operations (Hybrid, Jersey)

Gen II Fund Services; Jersey Marine; Hybrid; GBP 26,000 - 38,000; Full time

Job summary

Gen II Fund Services is seeking an administrative support professional for our Jersey office. The role focuses on preparing emails, letters, and invoices, maintaining CRM data integrity, and assisting with payments for clients.

You will support board packs, minutes, and regulatory filings while coordinating meetings and document handling. Ideal candidates have 1–2 years in financial services, strong English, and good time management.

Qualifications

• 1–2 years+ experience in financial services
• Studying or willingness to study towards a professional qualification such as CGI, STEP, or Fund Administration certifications
• Strong written and verbal English with clear telephone manner

Responsibilities

• Prepare basic general emails and letters for review
• Review data in CRM and amend to maintain data integrity
• Prepare payment instructions with supporting documents
• Monitor receipt of funds and provide confirmation
• Prepare billing control forms (BCF) and WIP for team
• Send invoices and settle invoices
• Complete statutory filings and minutes with assistance
• Manage emails, mail, and archiving
• Schedule meetings and assist with board pack preparation
• Assist with periodic reviews and document requests
• Input tasks and update team schedules

Skills

Attention to detail

Time management

Team player

Proactive

Clear telephone manner

Excellent written and verbal English

Strong communication

Education

CGI

STEP Foundation Certificate in International Trust Management

Certificate or Diploma in Fund Administration

Tools

Microsoft Office

Job description

Gen II Fund Services is seeking an administrative support professional for our Jersey office. The role focuses on preparing emails, letters, and invoices, maintaining CRM data integrity, and assisting with payments for clients.

You will support board packs, minutes, and regulatory filings while coordinating meetings and document handling. Ideal candidates have 1–2 years in financial services, strong English, and good time management.