This role involves providing comprehensive administrative support within a dynamic environment, focusing on a diverse portfolio that includes Ultra High Net Worth Individuals, Family Offices, and Charities. The position requires collaboration with an experienced team member, allowing for tailored solutions across various Trusts, Companies, Foundations, and Asset Holding Structures. The successful candidate will work flexibly without rigid divisions based on client type or geography, presenting an exceptional opportunity to manage a varied workload while gaining extensive insight into the Private Wealth sector. Responsibilities will involve the formation and administration of portfolios, liaising with clients and third parties, managing bank payments, and ensuring compliance with relevant regulations. Candidates will have the chance to engage in rigorous process analysis and contribute to improvements that enhance client experience. This is a full-time role that promises professional growth in a supportive environment.
Job Duties:
- Form the and administer a portfolio of Trusts, Companies, Foundations, and high-value Asset Holding Structures
- Prepare minutes, resolutions, and correspondence; coordinate timely execution of documentation; attend to statutory filings and maintain statutory records
- Liaise with clients and third parties, including lawyers, auditors, bankers, and investment managers
- Process bank payments; reconcile payment logs and approvals
- Produce and circulate invoices; manage fee collection and debtor follow-ups
- Support additional responsibilities and administrative tasks as required
- Supervise and assist in training for Trainee Administrators, providing feedback and identifying training needs
- Maintain data integrity with attention to detail while utilising systems for efficiency
- Ensure compliance with all applicable laws, regulations, and internal policies, including anti-money laundering and reporting of suspicious activity
- Undertake project work as assigned by the direct Manager
Job Requirements:
- 1-3 years of relevant experience in the finance industry, preferably within Trust and Private Wealth administration
- Strong academic background, ideally a Bachelor’s degree or equivalent; working towards or holding a professional qualification such as STEP or ICSA (CGI) is advantageous
- Excellent written and verbal communication skills
- Proficient in MS Office (Outlook, Word, Excel, PowerPoint); experience with Viewpoint is a plus
- Good understanding of statutory laws and related legal and regulatory requirements, including anti-money laundering regulations
- Experience with Jersey and Guernsey structures
- Responsive and client-focused, with strong organisational skills and attention to detail
- Ability to work independently and use initiative; committed to achieving excellence for self, clients, and the team
What You’ll Love:
This role offers the chance to play a key part in a supportive environment that focuses on professional growth. The team culture encourages collaboration and the development of skills in compliance and portfolio management. You will be part of a diverse workplace where everyone feels valued and respected, with equitable opportunities for all. The organisation is poised to facilitate an inclusive recruitment process, ensuring all candidates receive the best possible experience.
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