Senior Administrator – Private Client Services

  • Job Reference: 8731
  • Date Posted: 13 March 2023
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

The successful candidate will be required to administer a client portfolio, under the supervision of a Line Manager.  They should be able to demonstrate a clear understanding of the client's portfolio, including risk awareness, relationship management and contractual and statutory obligations.
Key Responsibilities:
- Administer and monitor a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care
- Manage own billing and cash collection / debtors process, have an awareness of recoverability and work in an efficient manner so as to minimise write-offs
- Review client structures, complete review processes for client entities, remain aware of risk exposure, including the fulfilment of responsibilities under the review procedures