Axal Leine Recruitment
 
Login Register
X
  • Home
  • Meet the team
    • Meet Natalie
    • Meet Renny
    • Meet Lian
  • For Candidates
  • For Employers
  • Blog
  • Contact
Sorry, this advert is now closed. Click here to view our live vacancies.

Administrator Level 2 - Private Equity

Purpose of the role:

As an experienced Administrator within a Private Equity team, you will be responsible for delivering a first class administrative service to a small portfolio of clients, maintaining and enhancing client relationships on your own portfolio.

Responsibilities:

  • Liaising with clients on day to day matters
  • Assist more senior members of staff with their client portfolio
  • Prepare payment instructions for online banking systems and written instructions, with supporting documents for own clients
  • Understand the different requirements/process for payments for high-risk clients
  • Email day to day correspondence for own clients - ready for review by senior staff
  • Delegate more basic correspondence to junior staff, if appropriate and review prior to verification by senior staff
  • Source documents annotated appropriately for Accounts department
  • Assist with the review of accounts/financial statements

Skills required:

  • Sound academic background
  • Studying towards: -
    • COA
    • ICSA Certificate in Offshore Finance Administration
    • STEP Foundation Certificate in International Trust Management
    • Certificate or Diploma in Fund Administration
  • Studying for or a willingness to study for: -
    • ICSA Diploma
    • STEP Diploma
  • A minimum of 2 years’ relevant industry experience, preferably administering corporate clients

Private Equity

343

 

Private Equity

343

Apply

Contact Us

hello@axalleine.je

Axal Leine Recruitment | Copyright © 2023
Recruitment Software - Firefish Software