Administrator, Family Office – Jersey

Role summary

Acting as Administrator within the Altum Group, having responsibility for the provision of administrative support and relationship management to a small but varied client portfolio with low levels of transactions under the direction of your designated superiors. Responsible for maintaining up to date task list for the client portfolio and reporting on outstanding matters at team meetings. Providing support to designated superiors and the wider team in relation to more significant transactions, inclusive of first level overview of transactional documents. Assisting with the on boarding of new clients and collation of initial KYC documentation inline under your designated superior’s supervision.

Key responsibilities

• Working closely with your superior to provide quality and efficient service to a varied portfolio;
• Administration of varied client portfolio undertaking general administration with minimal supervision by your superior;
• Liaison with clie
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