Senior Administrator, Family Office – Jersey
Role summary
Acting as Senior Administrator within the Altum Group, having responsibility for the provision of administrative support and relationship management to an established and varied client portfolio. Undertaking more complex and/or significant transactions in the portfolio with the support of the team.
Providing support to client directors and the wider team in relation to complex transactions, inclusive of overview and summary of transactional documents. Overseeing the on boarding of new clients and collation of initial KYC documentation.
Responsible for maintaining up to date task lists for the client portfolio and reporting on outstanding matters at team meetings, working closely with your superiors, and overseeing the day to day task management of junior members of the team, providing basic training and technical support where necessary.
Actively contribute to the team meetings and provide constructive feedback in relation to any junior members of the team.
Key responsibilities
- Working closely with the client directors to provide quality and efficient service to clients;
- Administration of a varied client portfolio undertaking general administration with minimal supervision;
- Supervising junior members of staff and delegating tasks on your portfolio;
- Liaison with clients, client advisors, on administrative matters;
- Liaising with 3rd parties such as lawyers, auditors, bankers, 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 and take minutes for them;
- Transaction management such as the acquisition/disposal of assets cash management;
- Collation of due diligence and customer take on procedures;
- Maintain and monitor task lists to ensure completion on a timely basis;
- Liaising with the accounts team to ensure client deadlines are met;
- 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;
- Reviewing of WIP on client portfolio ensuring any ad hoc fees are considered;
- Review of invoices and circulation to client;
- Attendance at any additional training provided by Altum Group.
Skills, knowledge & expertise
Prerequisite experience
- Minimum 4 years’ experience in the finance industry
- Provision of mentoring support to underlying team;
- Developing and coaching underlying team on a one to one basis.
- Maintenance of mandatory AML training as required;
- Hold a professional Table 4 qualification such as ICSA / STEP Diploma or equivalent.