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For Companies At a Glance
- Tasks: Manage a diverse client portfolio and deliver top-notch service daily.
- Company: Join an award-winning organisation that values fresh ideas and teamwork.
- Benefits: Enjoy excellent growth opportunities, professional development, and a competitive benefits package.
- Why this job: Make a meaningful impact in a supportive environment that appreciates your contributions.
- Qualifications: Minimum Table 5 qualification and 4 years' experience with UHNW clients required.
- Other info: Flexible, collaborative culture focused on personal and professional growth.
The predicted salary is between 43200 - 72000 £ per year.
Our client is seeking a full-time, permanent Senior Administrator to join the Administration team. Reporting to the Manager or Senior Manager, this role will focus on the administration of a varied client portfolio, delivering attentive and proactive service in line with agreed procedures. You will work closely with clients, intermediaries, and colleagues, using your experience and judgement to maintain high service standards and support the development of more junior staff.
Job Duties:
- Administer a diverse client portfolio in accordance with internal procedures
- Prepare daily correspondence with clients and intermediaries for review
- Maintain statutory books and regulatory documentation for your own clients
- Attend to day-to-day client matters, ensuring completion of all related tasks
- Support periodic review processes and address action points
- Prepare and circulate agendas, board packs, and reports
- Attend client and board meetings and draft associated minutes and resolutions
- Oversee tasks such as payments, distributions, investments, and entity changes
- Collaborate with the onboarding team to ensure timely and compliant onboarding
- Maintain and monitor client data in core systems
- Ensure all KPIs and business targets are met
- Input time entries daily and manage WIP, billing, and aged debt
- Review client financial statements and assist with payments, including high-risk scenarios
- Supervise junior staff and delegate tasks within your portfolio
- Coach junior team members on administrative procedures and time management
- Assess and escalate risks appropriately in line with internal policies
- Conduct media and scrutiny searches and review KYC documentation
- Monitor AML and CDD requirements and address any regulatory changes promptly
- Support your manager and team with ad hoc project work and absence cover
Job Requirements:
- A good academic background with a minimum of a Table 5 qualification and willingness to study for Table 4
- At least 4 years' experience working with UHNW/family office clients, including 3 years managing your own portfolio
- Strong knowledge of Jersey's finance industry regulations and current practices
- Ability to interpret basic client financial statements
- Proficiency with Microsoft Office
- Excellent time management skills and the ability to work in a high-pressure environment
- Commitment to client service, with a proactive and responsible approach
- Flexible, collaborative, and eager to support others' development
- Strong organisational and communication skills
What You'll Love:
You will be joining a supportive, award-winning organisation that values fresh thinking, individual contribution, and collaboration. Our client offers excellent opportunities for growth, a strong professional development programme, and a highly competitive benefits package. You'll be empowered to take responsibility and make a meaningful difference in a team that truly appreciates your work. We look forward to receiving your application.
Senior Administrator, Client Handling employer: jobs.jerseyeveningpost.com-job boards
Contact Detail:
jobs.jerseyeveningpost.com-job boards Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator, Client Handling
✨Tip Number 1
Familiarise yourself with Jersey's finance industry regulations and current practices. This knowledge will not only help you in interviews but also demonstrate your commitment to understanding the role and its requirements.
✨Tip Number 2
Network with professionals in the finance sector, especially those who work with UHNW or family office clients. Building connections can provide valuable insights and potentially lead to referrals for the position.
✨Tip Number 3
Prepare to discuss your experience managing a diverse client portfolio. Be ready to share specific examples of how you've maintained high service standards and supported junior staff in previous roles.
✨Tip Number 4
Showcase your proficiency with Microsoft Office during any discussions or interviews. Being able to demonstrate your skills in creating reports, agendas, and other documentation will set you apart from other candidates.
We think you need these skills to ace Senior Administrator, Client Handling
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially your work with UHNW/family office clients. Emphasise your knowledge of Jersey's finance industry regulations and any specific achievements that demonstrate your ability to manage a diverse client portfolio.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your proactive approach to client service aligns with their values and mention your commitment to supporting junior staff development.
Showcase Relevant Skills: Highlight your proficiency in Microsoft Office and your excellent time management skills. Provide examples of how you've successfully managed high-pressure situations and met KPIs in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no spelling or grammatical errors, as attention to detail is crucial for this role. A polished application reflects your professionalism.
How to prepare for a job interview at jobs.jerseyeveningpost.com-job boards
✨Know Your Client Portfolio
Before the interview, make sure you understand the types of clients you will be working with. Research common challenges faced by UHNW and family office clients, and think about how your experience aligns with their needs.
✨Demonstrate Proactive Service
Be prepared to discuss specific examples where you have gone above and beyond for clients. Highlight your proactive approach in previous roles and how it has positively impacted client relationships.
✨Showcase Your Team Leadership Skills
Since this role involves supervising junior staff, come ready to share your experiences in coaching and mentoring. Discuss how you’ve successfully delegated tasks and supported team development in the past.
✨Familiarise Yourself with Regulations
Brush up on Jersey's finance industry regulations and current practices. Be ready to discuss how you ensure compliance in your work and how you stay updated with regulatory changes.
