Administrator – Private Wealth

  • Full Time
  • Permanent
  • Jersey

AD-JSY-7727

LIVE

We have a great opportunity for an Administrator – Private Wealth, to join a leading provider of fund administration and outsourced services.

 

The successful candidate will work closely with the team to assist in managing a portfolio of private wealth clients covering a variety of trust structures. The role requires good attention to detail and the ability to deal with tasks independently ensuring a discreet and professional service to clients.

 

Key Responsibilities:

  • Ensure client records are clearly and accurately updated with all correspondence.
  • Pro-actively take on additional responsibilities and administration tasks as required by your manager or clients.
  • Communicate openly and honestly with clients on a regular basis, within the Company’s service level agreement (SLA) agreement.

 

More information about the role is available upon request – contact the team today for further details.

 



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