Senior Client Administrator, Family Office at Altum Group Ltd

  • Job Reference: 00010289-1
  • 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;
-Supervising junior members of staff and delegating tasks on your portfolio;
-Liaison with clients, client advisors and bankers on administrative matters;
-Liaising with 3rd parties such as lawyers, auditors, property and investment managers as required;
-Maintenance of client records and respective database administration;
?-Co-ordination of meetings; hold and take minutes for meetings;
-Transaction management such as the acquisition/disposal of property and re-financing, private equity investment, and the acquisition/disposal of trust assets;