Senior Client Administrator, Real Estate – Jersey

Role summary

Acting as Senior Administrator within the Real Estate team at 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.

Key responsibilities

• Working closely with your superior to provide quality and efficient service to a varied portfolio;
• Administration of varied client portfolio undertaking general administration with minimal supervision by your superior;
• 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 for review;
• Ensure timely filing of documents in line with group policy;
• Maintenance of corporate 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;
• 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.

Other Responsibilities:

• Ensure accurate and timely recording of personal time in line with group procedures and agreed recoverability;
• Review of underlying teams time recording ensuring accuracy and adherence with group procedures and agreed recoverability;
• Reviewing of WIP on client portfolio ensuring any ad hoc fees are considered;
• Oversight of WIP review on junior members client portfolios ensuring any ad hoc fees are considered;
• Review of invoices and circulation to client.

Skills & Experience:

• Minimum 3 years’ experience in the finance industry;
• Holding relevant and recognised professional qualification in line with Table 5 requirements;
• Working towards a professional Table 4 qualification such as ICSA or equivalent.