Private Wealth Administrator – Maternity Leave Cover

Ref: 43139_1668507350
Guernsey
Temporary, Full-time
Trust & Corporate

Our client, a progressive, globally-connected funds business in Guernsey is seeking a Temporary Private Wealth Administrator to join their team.

In this role you will be providing maternity leave cover and will be responsible for managing and administering the day to day activities for a portfolio of companies and trusts.

Responsibilities will include:

  • Ensuring that all client files are up to date and that Meeting Notes have been drafted accurately with an appropriate level of detail
  • Liaising with lawyers, accountants, tax advisors and banks on all matters relating to the management of a complex portfolio of private wealth clients
  • Ensuring that invoicing of fees and debt management, for own portfolio is managed in a timely manner
  • Carrying out a first review of accounts prepared by the Accounts Team

This role will suit a candidate who has a sound educational background and some prior relevant experience in regulated finance or professional services.

Should this opportunity be of interest, submit your CV today or call Tonya on 714 634 for more info.

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