Senior Private Wealth Administrator

Alexander Daniels; Jersey Marine; On-site; GBP 42,000 - 54,000; Full time

Job summary

Alexander Daniels is seeking a Senior Administrator to join its client services team. You will manage a portfolio of private wealth and family office structures, delivering exceptional client service and overseeing day-to-day administration.

You will mentor junior team members while ensuring AML, CDD and regulatory requirements are met, and you will act as a trusted contact for clients and intermediaries, coordinating meetings, records and ongoing reviews.

Qualifications

• 4+ years’ experience in trust, private wealth or family office administration.
• Experience managing your own client portfolio.
• Knowledge of fiduciary services, AML and regulatory requirements.
• Ability to understand and work with financial statements.
• Strong organisational, communication and relationship management skills.
• Ability to prioritise workloads and meet deadlines.
• Studying towards, or willing to pursue, a relevant professional qualification.

Responsibilities

• Manage a portfolio of private wealth and family office structures.
• Act as a key contact for clients and intermediaries.
• Coordinate board meetings, minutes, resolutions and statutory records.
• Process onboarding, payments, distributions and investment-related activities.
• Complete periodic client reviews and maintain accurate client records.
• Monitor billing, WIP and aged debt for your portfolio.
• Mentor and support junior team members.
• Ensure compliance with AML, CDD and regulatory requirements.

Skills

Client portfolio management

Relationship management

AML knowledge

Job description

Alexander Daniels is seeking a Senior Administrator to join its client services team. You will manage a portfolio of private wealth and family office structures, delivering exceptional client service and overseeing day-to-day administration.

You will mentor junior team members while ensuring AML, CDD and regulatory requirements are met, and you will act as a trusted contact for clients and intermediaries, coordinating meetings, records and ongoing reviews.