Private Wealth Senior Administrator

Location

Guernsey


The Senior Administrator Private Wealth will undertake the administration for a portfolio of companies and trusts in accordance with the relevant Client Services Agreements and the various laws and regulations pertaining to the Group’s Guernsey regulatory licences.

The Key Responsibilities for the role are noted below and you will also be expected to undertake any such duties that are deemed a reasonable requirement of your role.  In addition, you will be required to participate in business and social events organised for staff. 

The Role:          

·         To take the lead in the administration of a portfolio of trusts and companies;

·         Liaise with lawyers, accountants, tax advisors and banks on all matters relating to the management of a complex portfolio of private wealth cases;

·        Ensure that all client files are up to date and that Minutes and Meeting Notes have been drafted accurately with an appropriate level of detail;

·        Ensure fee collection and chasing/collection of debtors is completed in a timely manner;

·        Ensure that annual AEOI reporting is carried out with accuracy and in a timely manner;

·         Will liaise with the Accounts team in respect of annual accounts and bookkeeping for trusts and companies, to ensure that accounting ledgers are maintained up to date and annual accounts are ready to meet agreed timelines;

·         In liaison with Assistant Manager/Manager, action any compliance review points in a timely manner;  

·         Deputise for the Assistant Manager as requested to ensure all administration tasks are completed by the Team in an accurate and timely manner;

·         Ensure all administration tasks are followed through to completion in a timely manner, including tasks delegated to other members of the Team (i.e. payments) ;

·         Review Team procedures/processes and escalate any concerns or improvements as appropriate;

·         Support a strong communication ethos amongst the team and Management;

·         Proactively keep an up-to-date awareness of current industry issues e.g. changes in legislation that may impact clients and raise these as appropriate.

My Profile:      

·         Prior relevant experience gained in regulated finance or professional services;

·         Able to demonstrate good organisational and time management skills whilst providing a first-class client service;

·         Either Fully or part qualified in STEP, ICSA, or similar, with willingness to study;

·         Sound educational background i.e. A Level/Baccalaureate or equivalent with GCSE Grade in English and Mathematics;

·         Drive development by using all learning and development resources available; and

·         Demonstrate solid IT skills.

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