Senior Administrator, Private Client

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading company is seeking a Senior Administrator for their Private Client team. This full-time role focuses on managing a client portfolio, ensuring compliance, and supporting junior team members. Ideal candidates will possess strong administrative experience and relevant qualifications, contributing to high-quality client service.

Benefits

Professional Growth Opportunities

Supportive Environment

Qualifications

• Extensive experience in administration required.
• Possession of or studying towards a relevant professional qualification.

Responsibilities

• Administer and monitor a client portfolio.
• Conduct client entity reviews and ensure compliance.
• Assist in training and management of junior team members.

Skills

Analytical Skills

Communication

Organizational Skills

Attention to Detail

Self-motivation

Education

Relevant Professional Qualification

Tools

Microsoft Office

Job description

Our client is seeking a Senior Administrator to join their Private Client team. This full-time role involves managing a client portfolio under the guidance of a Line Manager, with a strong focus on client care, risk awareness, and compliance. You will handle a variety of administrative tasks, ensure statutory obligations are met, and provide support to junior team members while working towards or holding a relevant professional qualification.

Job Duties:

• Administer and monitor a client portfolio, delivering timely and effective client care while identifying areas for improvement
• Conduct client entity reviews, ensuring awareness of risk exposure and fulfilling review procedures
• Review and interpret legal and tax advice, implementing relevant recommendations as needed
• Maintain an accurate central diary system for client deadlines and ensure timely compliance
• Keep up-to-date records of client entities and ensure all statutory obligations are met
• Manage billing, cash collection, and debtors process to minimise write-offs
• Assist in the training and management of junior team members
• Adhere to Risk & Compliance procedures, ensuring compliance with regulatory and AML requirements
• Meet Continuing Professional Development (CPD) requirements as per qualification level
• Align with the organisation's core values and guiding principles
• Perform additional duties as required by management

Job Requirements:

• Possession of or currently studying towards a relevant professional qualification
• Extensive experience in administration with strong analytical skills
• Proficiency in presenting information clearly and concisely
• Self-motivated with a positive attitude, strong work ethic, and eagerness to learn
• Highly organised with keen attention to detail
• Excellent written, verbal, and interpersonal communication skills
• Competency in Microsoft Office applications
• Proven ability to work to deadlines and prioritise tasks effectively

What You'll Love:

You will have the opportunity to manage a diverse client portfolio and contribute to a dynamic team. This role offers a supportive environment for professional growth, including the pursuit of relevant qualifications. You will gain valuable experience in client relationship management, risk assessment, and compliance, while being part of a firm that prioritises high-quality client service and continuous development.

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