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 clients, client advisors and bankers on administrative matters;
• Liaising with 3rd 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 and re-financing;
• Assisting with the collation of due diligence and customer take on procedures;
• Maintain and Monitor task list to ensure completion on a timely basis;
• Liaising with the accounts team to ensure customer deadlines are met;
• Provide general team administration assistance as required and Perform other duties as necessary to support the administrative team and wider business and generally act in the best interests of the division by supporting team members.​

Expected Skills/Experience

• Minimum 2 years’ experience in the finance industry
• Working towards a professional Table 5 qualification such as ICSA or equivalent;
• Maintenance of mandatory AML training as required;
• Attendance at any additional training provided by Altum Group;
• Proactive and disciplined approach to work