Senior Client Administrator, Funds & Institutional – Jersey

Department Funds & Institutional
City Jersey
Country Jersey
Application deadline 29th December 2023
Conor Roche profile image
Conor Roche
Senior HR Business Partner, Senior Manager
Published: 3rd Oct 2023

Job Description

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 with standard levels of transactions. Undertaking more complex and/or significant transitions in the portfolio under the direction of your designated superiors. Providing support to designated superiors 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 under the supervision of your designated superiors. Responsible for maintaining up to date task list for the client portfolio and reporting on outstanding matters at team meetings and, working closely with your superiors, oversee 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 to superiors in relation to any junior members of the team, assisting superiors in probation, annual appraisal and development process.

Key Responsibilities

Client Relationship 

Time Management


Expected Skills / experience

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