About this role
Senior Administrator, Private Clients
Jersey
Monday to Friday 35 hours per week
On-Site/Hybrid
Vacancy type: Permanent
Intro:
CSC Private Client is a specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team to manage a portfolio of private clients covering a variety of trust structures. This role requires good attention to detail and someone who is a technical expert with Trusts Structures.
Some of the things you will be doing:
- Collaborate with your team to manage a portfolio of clients, covering a variety of structures
- Pro-actively take on additional responsibility and administration tasks as required by your manager or clients
- Be a technical expert on client structures, including any regulatory requirements that are applicable and be up to date with the new legislation as required
- Take care of, and establish good relationships with all business partners, colleagues and clients
- Communicate openly and honestly with clients on a regular basis, within the CSC SLA agreement
- Drive new, innovative ideas on how to improve the efficiencies of daily tasks
- Offer support and guidance to junior team members through mentoring and supervision
- Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced and time is recovered efficiently
What technical skills, experience, and qualifications do you need:
- Proven experience in a similar role
- Studying towards/hold a professional qualification, ideally ICSA/STEP
- Be able to deal with tasks independently & use own initiative
- Strong academic background
- Be proactive and forward thinking
- Broad understanding of the wide range of Fiduciary products offered by CSC