Client Administrator, Family Office at Altum Group Ltd

  • Job Reference: 00010283-1
  • Date Posted: 1 August 2022
  • Location: Jersey
  • Salary: On Application

Job Description

-Working closely with your direct report to provide quality and efficient service to a varied portfolio;
-Administration of varied client portfolio, undertaking general administration with minimal supervision by your direct report;
-Liaison with clients, client advisors and bankers on administrative matters;
-Liaising with third parties such as lawyers, auditors, property and investment managers as required;
-Prepare general emails and letters for review;
-Ensure timely filing of documents in line with group policy;
-Maintenance of corporate records and respective database administration;
-Co-ordination of meetings; hold and take minutes for meetings;
-Assisting with transaction management such as the acquisition/disposal of property, private equity investments, and the acquisition and disposal of trust assets;