Senior Administrator - Private Wealth

Location

Jersey


About Intertrust
Intertrust is a global leader in providing tech-enabled corporate and fund solutions to clients operating and investing in the international business environment. The Company has around 3,500 employees in more than 30 jurisdictions in Europe, the Americas, Asia and the Middle-East. Intertrust delivers high-quality, tailored fund, corporate, capital market and private wealth services to its clients, with a view to building long-term relationships. The Company works with global law firms and accountancy firms multinational corporations, institutions, fund managers, high net worth individuals and family.

The Position
Intertrust Private Wealth is a specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team to manage a portfolio of private wealth clients covering a variety of trust structures. This role requires good attention to detail and someone who is a technical expert with Trusts Structures.

Technical Attributes
•    Collaborate with your team to manage a portfolio of private wealth clients, covering a variety of trust structures
•    Pro-actively take on additional responsibilities and administration tasks as required by your manager or clients
•    Be a technical expert on client structures, including any regulatory requirements that are applicable

Client Care
•    Ensure client records are clearly updated with all correspondence
•    Communicate openly and honestly with clients on a regular basis
•    Maintain client documents with integrity


People & Team
•    Be responsible and approachable when given tasks by a senior team member
•    Provide new, innovative ideas on how to improve the efficiencies of daily tasks
•    Take care of and establish good relationships with all suppliers, team mates and clients
•    Drive personal development using all the resources available at Intertrust to achieve success
•    Providing guidance and assistance with the training and mentoring to junior members of the team
 
Financials
•    Preparation of fee quotes in relation to expected accounting costs and contribution to the analysis of actual costs against budget Produce and submit all statutory returns
•    Accurately record all time spent dealing with client matters to ensure the client's are correctly invoiced
•    Take the necessary corrective and preventative action if an error occurs including timely logging on the error reporting system
 
Skills & Expertise
•    Experience in a similar role
•    Studying towards/hold a professional qualification, ideally ICSA/STEP
•    Be able to deal with tasks independently & use own initiative
•    Must be committed and driven to achieving excellence for themselves and their client
•    Strong academic background
•    Be pro active and forward thinking
•    Broad understanding of the wide range of Fiduciary products offered by Intertrust

Apply for this role

Vacancy search

Related stories