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Administrator (Level 1) - Family Office

Purpose of the role:

You will have exposure to multiple teams, asset classes and an impressive client base and will be working within an inclusive and friendly culture, working alongside some of the best people in industry.

Responsibilities:

  • Assist more senior staff with their client portfolio
  • Prepare payment instructions including for online banking systems and with supporting documents
  • Prepare basic letters
  • Prepare BCF (billing control forms) and WIP (work in process reports) for team
  • Statutory filing (minutes) for team
  • Scheduling meetings
  • Producing reports

Skills required:

  • Sound academic background
  • Studying towards or a willingness to study for a professional qualification
  • Previous office experience
  • Working knowledge of Microsoft Office
  • Good written and verbal English
  • Clear telephone manner
  • Strong commitment to client service excellence

 

 

 

 

Private Client

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hello@axalleine.je

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