Administrator, Private Clients

Administrator, Private Clients

Full-Time On-site
Itchy Feet

Our client is seeking an Administrator to join their Private Client team in Jersey on a permanent basis, offering a full-time position with a 35-hour work week. In this role, you will work closely with your team to manage a portfolio of private clients, which includes a diverse range of trust structures. This position requires strong attention to detail and the ability to handle tasks independently, ensuring a discreet and professional service for clients.

Job Duties:

  • Collaborate with your team to manage a portfolio of private clients covering various trust structures.
  • Proactively take on additional responsibilities and administrative tasks as requested by your manager or clients.
  • Serve as a technical expert on client structures, including relevant regulatory requirements.
  • Be responsible and approachable when assigned tasks by senior team members.
  • Provide innovative ideas to improve the efficiency of daily tasks.
  • Drive personal development using available resources to achieve success.
  • Establish and maintain positive relationships with suppliers, colleagues, and clients.
  • Communicate openly and honestly with clients regularly, adhering to service level agreements.
  • Accurately record all time spent on client matters to ensure correct invoicing.
  • Produce and submit all necessary statutory returns.
  • Assist in the opening of bank accounts and processing payments.
  • Maintain bank statements, documentation, and safe custody records.

Job Requirements:

  • Experience in a similar role.
  • Studying towards or holding a professional qualification, ideally ICSA/STEP.
  • Ability to work independently and use own initiative.
  • Strong academic background.
  • Proactive and forward-thinking mindset.
  • Broad understanding of the range of fiduciary products offered.

What You'll Love:

Our client fosters an inclusive and supportive working environment, offering opportunities for professional development and career advancement. You will have access to resources that help in achieving personal growth and enhancing your skills. They are committed to creating a diverse atmosphere where all employees feel valued.

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Administrator, Private Clients employer: Itchy Feet

As a leading employer in the finance sector, we offer a dynamic work environment that fosters collaboration and innovation. Our commitment to employee development is reflected in our comprehensive training programmes and clear career progression paths, ensuring that you can grow alongside the company. Located in a vibrant area, we provide a supportive culture that values work-life balance and encourages meaningful contributions to our financial success.

Itchy Feet

Contact Details:

Itchy Feet Recruitment Team