Senior Client Administrator, Family Office – Jersey

Client Relationship

• Working closely with your direct report to provide quality and efficient service to a varied portfolio;
• ​Administration of varied client portfolio undertaking general administration with minimal supervision by your direct report;
• Supervising junior members of staff and delegating tasks on your portfolio;
• 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;
• ​Ensure timely filing of documents in line with group policy;
• Maintenance of client records and respective database administration;
• ​Co-ordination of meetings; hold and take minutes for meetings;
• Transaction management such as the acquisition/disposal of property and re-financing, private equity investment, and the acquisition/disposal of trust assets;
• 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;
• 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.

Time Management

• Ensure accurate and timely recording of personal time in line with group procedures and agreed recoverability.

Financial

• Reviewing of WIP on client portfolio ensuring any ad hoc fees are considered;
• Review of invoices and circulation to client.

Mentoring/Professional Development

• Maintenance of mandatory AML training as required;
• Attendance at any additional training provided by Altum Group;
• Studying towards a professional Table 4 qualification such as ICSA or equivalent;
• ​Provision of mentoring support to underlying team;
• Developing and coaching underlying team on a one to one basis.