Private Equity Admin — Hybrid, Board Packs & Payments

Gen II; United Kingdom; Hybrid; GBP 26,000 - 32,000; Full time

Job summary

Gen II in Jersey is seeking an administrator to support finance and compliance tasks within a hybrid working setup. You will handle document preparation, invoicing, CRM data integrity and minutes, with exposure to regulatory requirements in the financial services sector.

The role emphasizes strong written/verbal English, attention to detail, and time management, plus willingness to study professional qualifications. Office tools include Microsoft Office and secure banking processes.

Qualifications

• 1-2 years+ experience within financial services
• Sound academic background
• Willingness to study towards a professional qualification
• Working knowledge of Microsoft Office

Responsibilities

• Prepare covering letters and review documents for review
• CRM data review and amendments to maintain data integrity
• Prepare payment instructions for online banking with supporting documents
• Monitor receipt of funds and provide confirmation
• Prepare billing control forms (BCF) and WIP reports for the team
• Send invoices to clients
• Maintain minutes and statutory filings for the team
• Board pack preparation and circulation

Skills

Excellent written English

Verbal communication

Attention to detail

Time management

Team player

Education

CGI

STEP Foundation Certificate in International Trust Management

Fund Administration qualification (certificate/diploma)

Sound academic background

Tools

Microsoft Office

Job description

Gen II in Jersey is seeking an administrator to support finance and compliance tasks within a hybrid working setup. You will handle document preparation, invoicing, CRM data integrity and minutes, with exposure to regulatory requirements in the financial services sector.

The role emphasizes strong written/verbal English, attention to detail, and time management, plus willingness to study professional qualifications. Office tools include Microsoft Office and secure banking processes.