Senior Administrator Private Wealth

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company is seeking a qualified individual to manage Trusts, Companies, and Asset Holding Structures. The role involves statutory filings, client liaison, and staff training. Ideal candidates will have relevant experience and qualifications in the private wealth industry.

Qualifications

• 4-6 years of experience in private wealth industry or Trust administration.
• Strong academic background and relevant qualifications.

Responsibilities

• Manage formation and administration of Trusts and Companies.
• Prepare minutes and resolutions, maintain statutory records.

Skills

Communication

Organizational Skills

Proactivity

Education

Degree

STEP or ICSA (CGI) qualification

Tools

MS Office

Viewpoint

Job description

Our client is seeking a qualified individual to manage the formation and administration of a portfolio of Trusts, Companies, Foundations, and high-value Asset Holding Structures. The role involves preparing minutes and resolutions, attending to statutory filings, maintaining statutory records, liaising with clients, lawyers, auditors, and bankers, processing bank payments, reconciling payment logs, producing invoices, and chasing debtors. Additionally, the candidate will train staff, undertake projects, ensure compliance, report suspicious transactions, and seek efficiency improvements.

Candidate Requirements:

1. 4-6 years of experience in the private wealth industry or extensive exposure to Trust administration.
2. Strong academic background, preferably holding a degree and working towards or holding STEP or ICSA (CGI) qualification.
3. Excellent communication skills and proficiency in MS Office; Viewpoint knowledge is a plus.
4. Good understanding of statutory laws and AML regulations.
5. Experience with Jersey and Guernsey structures.
6. Good organizational skills and attention to detail.
7. Ability to work independently and proactively, with the capacity to train others.

Additional Information:

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