Junior Client Administrator, Family Office – Jersey

Client Relationship

• Working closely with your direct report to provide quality and efficient service to a basic portfolio;
• ​Assistance in administration of basic client portfolio undertaking basic administration with minimal supervision by your direct report;
• Liaison with clients, client advisors and bankers on basic administrative matters;
• 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;
• Prepare payment instructions and oversight of authorisation process in line with respective banking cut-off times;
• Assistance with the co-ordination of meetings, attendance and assist in the taking of minutes at meetings;
• Assisting with basic transaction management;
• ​Maintain and monitor task list to ensure completion on a timely basis, with minimum supervision of your direct report;
• Provide general team administration assistance as required;
• ​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;
  Ensure accurate and timely recording of personal time in line with group procedures and agreed recoverability;
• Arranging settlement of invoices;
• Review of basic financial statements prior to high level review by client administrator;
• Bookkeeping of cash transactions.

Mentoring/Professional Development

• Complete Altum Group induction;
• Complete required AML training;
• Attendance at any additional training provided by Altum Group;
• Commencement of study towards a professional Table 5 qualification such as ICSA or equivalent;
• ​Provide basic systems training/mentoring to trainee members of the team.

Expected Skills / experience

Prerequisite experience

• Minimum 1 year experience in the finance industry;
• Wanting to work towards or working towards a professional Table 5 qualification such as ICSA or equivalent;
• 120 UCAS points or equivalent;
• Minimum 2.2 degree (for graduates);
• Good standard of GCSE’s or equivalent with pass grades in both English and Maths;
• IT literate and confident when word processing, using Internet software, E-Mail, Database software and Excel Spreadsheets.

Competencies

• High attention to detail and accuracy;
• Ability to work within a team;
• General Governance;
• Basic understanding of corporate administration functions provided by Altum.

Family Office Specific

• Basic understanding of trust and company structures and relevant terminology.