Client Administrator, Real Estate – Jersey

Department Real Estate
City Jersey
Country Jersey
Application deadline 30th September 2023
Conor Roche profile image
Conor Roche
Senior HR Business Partner, Senior Manager
Published: 5th Jul 2023

Role summary

Acting as Client 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.

Client Relationship

Time Management


Mentoring/Professional Development

Skills, knowledge & expertise

Minimum 2 years’ experience in the finance industry;

Working towards a professional Table 5 qualification such as ICSA or equivalent;

High attention to detail and accuracy;

Ability to work within a team;

Proactive and disciplined approach to work;

Good understanding of corporate administration functions provided by Altum;

Basic understanding of corporate structures and corporate governance;

A basic understanding of bookkeeping simple client financial statements;

Ability to provide basic training/mentoring to junior members of the team;

Good understanding of real estate asset classes and relevant real estate terminology;

Basic understanding of Jersey centric real estate structuring.

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