About the role
The successful candidate will report to the Associate Director and will be an enthusiastic and committed member of the team, working principally for a significant and busy private office client. They will support the Associate Director, Director, and dedicated bookkeeper in our Jersey office, as well as individuals in our London office in the day-to-day administration of the client group with the intention to grow the team’s private client portfolio in the short to medium term.
Responsibilities:
- Maintaining and developing relationships with the client’s private office team to action requests and respond to queries
- Liaising with banking providers and investment managers in the management of numerous bank accounts and investment information for bookkeeping team
- Working collaboratively within the team to support the strategic and operational objectives
Skills required:
The ideal candidate will have previous Trust and Company administration experience, as well as knowledge of relevant regulatory and legal frameworks. They will be organised, accurate, prepared to take ownership of tasks and understand when to ask for advice or support.