Senior Administrator - 6 Month Fixed Term Contract

Praxis Group; St Peter Port; On-site; GBP 28,000 - 36,000; Full time

Job summary

Praxis Group in the United Kingdom is seeking a detail-oriented administrator to support an internal project transferring pensions from private wealth teams to the pension team. You will review client profiles, documents in the data room and ensure accurate categorisation for legal review.

This role requires at least five years of client portfolio experience, a solid understanding of trusts, pension plans and asset risk, and a proactive team player who can meet deadlines with minimal supervision.

Qualifications

• Educated to A Level standard, or equivalent.
• Minimum of 5 years’ relevant experience managing own portfolio of clients.

Responsibilities

• Check the client profiles to ensure the clients are categorised correctly for later legal review.
• Review the documents within the data room to ensure the correct documentation is sent to the Lawyers preparing the Deeds of Retirement and Appointment for each entity.
• Locate any missing documentation and add it to the data room.
• Remove any unnecessary documents.

Skills

Trusts

Pension plans

Asset classes & risk

Problem solving

Team player

Deadline orientation

Education

A level or equivalent

Job description

Praxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world.

Our expertise and experience is driven by recruiting and retaining the brightest and best and creating a culture that allows people to thrive. Our independence encourages an open culture where every voice is valued. We care about creating an environment that hears, supports and shares openly with all our people.

Teamwork and collaboration are at the heart of our approach, and we nurture an environment of openness and respect where everyone feels valued.

Be heard. Be part of the Praxis Group.

Our private wealth and corporate services teams work with our clients and their advisers, delivering an efficient, informed and personal service. We operate a fast-paced and rewarding environment with opportunities to service a variety of international clients across all asset classes.

Job summary:

To assist with an internal project to transfer the pensions from the private wealth teams to the pension team.

Job accountabilities:

• Check the client profiles to ensure the clients are categorised correctly for later legal review
• Review the documents within the data room to ensure the correct documentation is sent to the Lawyers preparing the Deeds of Retirement and Appointment for each entity.
• Locate any missing documentation and add it to the data room
• Remove any unnecessary documents

Minimum education and experience

• Educated to ‘A’ Level standard, or equivalent
• A minimum of 5 years’ relevant experience during which own portfolio of clients has been managed

Required skills

• Strong understanding of Trusts
• Experience of different types of pension plans would be an advantage
• An understanding of different assets classes and the risk associated with them
• Good problem-solving skills
• A strong team player
• Ability to work to deadlines with minimum supervision

Additional information

In addition, all our team members are expected to be committed to our core values:

• We inspire
• We listen
• We trust
• We succeed together