Axal Leine Recruitment
 
Login Register
X
  • Home
  • Meet the team
    • Meet Natalie
    • Meet Renny
    • Meet Lian
  • For Candidates
  • For Employers
  • Blog
  • Contact

Senior Administrator - Family Office

Purpose of the role:

You will deliver a comprehensive first-class administrative service to a varied portfolio of clients in line with the defined business activities. Maintain and enhance client relationships on own portfolio and to supervise and develop junior team members. 

Responsibilities:

  • Administration of a varied portfolio of clients, in accordance with procedures
  • Liaising with clients on day to day matters
  • Responsibility for the maintenance of statutory books for own portfolio
  • Responsibility for client appropriate regulatory documentation (including where appropriate NRL returns and HMRC filings)
  • Coach more junior members of staff in respect of client day to day activities
  • Coach more junior members of staff in relation to the procedures
  • Monitor the workflow of more junior staff
  • Coach more junior staff in relation to time management and prioritising skills
  • Assist with the review of accounts/financial statements
  • Delegating and reviewing the drafting of basic minutes and resolutions for meetings for own clients
  • Drafting minutes and resolutions for meetings attended for senior staff’s clients by request
  • Circulation of minutes to attendees for comments
  • Finalising of minutes and arranging for signing
  • Delegate payment instructions for own clients to more junior staff - as appropriate
  • Review payment instructions prepared by more junior staff
  • Understand the different requirements/process for payments for high risk clients

Skills required:

  • Table 5 Qualification
  • Sound academic background
  • Studying for or a willingness to study for a table 4 qualification Experience
  • 4 years relevant industry administration experience with at least 3 years’ experience in running own portfolio
  • Experience of developing and coaching others on a one to one basis
  • Experience of administering portfolio
 

Trust & Company Administration

Apply

Contact Us

hello@axalleine.je

Useful Links

Axal Leine Recruitment | Copyright © 2022
Recruitment Software - Firefish Software