Private Equity Admin Specialist — Hybrid (Jersey)

Gen II; United Kingdom; Hybrid; GBP 28,000 - 36,000; Full time

Job summary

Gen II is seeking a diligent financial services administrator to support office workflows in Jersey. You will manage correspondence, data integrity in CRM, and basic invoicing processes while coordinating with the team on payments and reporting tasks.

The role requires 1–2 years of relevant experience, good English communication, and attention to detail. A hybrid working arrangement is available, with opportunities for professional qualifications as you progress.

Qualifications

• Minimum 1–2 years experience in financial services.
• Sound academic background.
• Willingness to study toward professional qualifications (CGI, STEP, Fund Administration).
• Working knowledge of Microsoft Office.
• Excellent written and verbal English and clear telephone manner.
• High level of accuracy with good attention to detail.
• Good time management and ability to prioritise workloads.
• Proactive approach and team player spirit.

Responsibilities

• Prepare covering letters and basic letters for review.
• Review CRM data and elevate amendments to maintain data integrity.
• Prepare payment instructions for online banking with supporting documents.
• Monitor receipt of funds and provide confirmation when received.
• Prepare BCF and WIP for the team.
• Send invoices to clients and file correspondence.
• Assist with statutory filings (minutes) and filing tasks.
• Draft minutes and resolutions with assistance.
• Update team schedules and spreadsheets; input tasks as delegated.
• Handle scanning, binding, mail distribution and couriers.
• Maintain daily timesheets and prepare board packs.

Skills

English fluency

Attention to detail

Time management

Team player

Proactive

Telephone manner

Education

STEP Foundation Certificate in International Trust Management

Certificate or Diploma in Fund Administration

Tools

Microsoft Office

Job description

Gen II is seeking a diligent financial services administrator to support office workflows in Jersey. You will manage correspondence, data integrity in CRM, and basic invoicing processes while coordinating with the team on payments and reporting tasks.

The role requires 1–2 years of relevant experience, good English communication, and attention to detail. A hybrid working arrangement is available, with opportunities for professional qualifications as you progress.