Service/Department: Private Client Services
Providing assistance to and being a member of a dedicated and progressive team, providing comprehensive administration services to our international client base and their structures.
Core responsibilities:
Assist the team with the administration of a client portfolio, comprised of Trusts, Companies, Foundations and Limited Partnerships.
Undertake bookkeeping to maintain accurate accounting records for the team’s client portfolio.
Draft written instructions and online payments for distributions, dividends, professional fees, etc.
Draft minutes and general correspondence for review by a Senior Administrator / Manager.
Maintain an accurate statutory database of your team’s client portfolio.
Liaise with intermediaries (banks, law firms and other professional advisors) by email, telephone and written correspondence, as required.
Provide general assistance to the team, as necessary.
Technical / Professional / Qualification Requirements:
A-Level qualifications and/or Graduate
Good verbal and written communication.
Good time management.
Strong organisational skills.
What We Offer:
Competitive remuneration.
Professional and personal development.
All inclusive, collaborative and innovative culture.
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Location Jersey
Service/Department: Local Business Service
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