Client Services Administrator

  • Full Time
  • Permanent
  • Jersey

AD-JSY-2002

Alexander Daniels Offshore is working with a business based in Jersey to recruit a Client Services Administrator.

 

Responsibilities:

 

  • Undertake a variety of routine transactions
  • Draft company minutes and trustee resolutions
  • Draft correspondence or emails and handle routine telephone enquiries on administration matters
  • Administer a portfolio of clients under the supervision of the team leader or their appointed deputy. To include such activities as:-
    • Distribution/payment checklists and legal request forms
    • Opening bank accounts
    • Managing KPI exceptions such as clearance of action points and activities
    • Manage property transactions including property developments
    • Ensure bookkeeping documentation is provided to the accounts department
    • Preparation for and attending client meetings
    • Training junior members of staff
    • Liaise with intermediaries/lawyers as and when required
  • General good maintenance of client records, including scanning and linking documents to NAV and utilisation on NAV to ensure effective diarising of work
  • Assist the team leader in achieving team revenue targets via the accurate recording of time in timesheets, billing, assisting with cash collection and managing debtors for allocated client list
  • To undertake sufficient CPD (Continued Professional Development) to meet the requirements of her professional body and those of the Trust & Company Business Codes of Practice.

 

Skills and Experience:

 

  • An understanding of trust and company law and administration along with a minimum of 12-18 months’ experience in an office environment.
  • Develop a good understanding of external regulations and legislation and of internal policies and procedures, including anti-money laundering, risk assessment and signing authority limits.

 

Key Details

 

Category | Client Services / Administration

Level | Admin

Type | Permanent

Ref Number  | AD-JSY-2002



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