Private Wealth Senior Administrator

Ref: 42826_1669301736
Permanent, Full-time
Trust & Corporate

We are working with a progressive, globally-connected funds firm to onboard a Private Wealth Senior Administrator to their Guernsey office.

You will undertake the administration of a portfolio of companies and trusts in accordance with the relevant Client Services Agreements, laws and regulations.

Responsibilities include:

  • Ensuring fee collection and chasing/collection of debtors is completed in a timely manner
  • Ensuring that annual AEOI reporting is carried out with accuracy and in a timely manner
  • Deputising for the Assistant Manager as requested to ensure all administration tasks are completed by the Team
  • Reviewing team procedures/processes and escalate any concerns or improvements as appropriate

The ideal candidate will be fully/part qualified in STEP, ICSA, or similar, be willing to study and have prior relevant experience in regulated finance or professional services.

You’ll be able to demonstrate good IT, organisational and time management skills whilst providing first-class client service.Should this opportunity sound right for you, get in touch with us by submitting your updated CV or call Andre on 714 634 for more details.

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