Administrator Private Wealth

  • Job Reference: 7051
  • Date Posted: 27 April 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Postholder will work closely with team to manage a portfolio of private wealth clients covering a variety of trust structures. This role requires goodattention to detail and someone who is a technical expert with Trusts Structures. He/'she will be technical expert on client structures, including any regulatory requirements; ensure client records are clearly maintained updated with all correspondence; communicate openly and honestly with clients on a regular basis; provide new, innovative ideas on how to improve the efficiencies; establish good relationships with suppliers, team mates and clients; provide guidance and assistance with training and mentoring to junior members; prepare fee quotes in relation to expected accounting costs and contribute to analysis of actual costs against budget; produce and submit all statutory returns; ensure clients correctly invoiced; take necessary corrective and preventative action if error occurs including timely logging on error reporting system.
Experience in a similar role is required; should be studying towards/hold a professional qualification, ideally ICSA/STEP; able to deal with tasks independently & use own initiative; committed and driven to achieving excellence for themselves and their client; strong academic background; pro active and forward thinking; broad understanding of the wide range of Fiduciary products offered.
Five years continuous residence in Jersey required.