Purpose of the role:
You will play a key part in providing a wide range of administration services to a high quality and diverse portfolio of clients in the provision of private wealth services.
Responsibilities:
- Manage and be responsible for the administration of a diverse portfolio of corporate and fiduciary clients and ensure that client relationships and transactions are managed effectively and to a high standard
- Ensure that you have an understanding of the transactions you are working on, provide technical support and training to other staff as and when required
- Ensure client expectations are properly managed and valuable relationships are nurtured so as to maximise the reputation of the team in the market place and the potential for repeat work and referrals
- Assist with the incorporation of Guernsey companies and any related work in respect of the acceptance of new business
- Ensure timely processing of work, meeting transactional and internal procedural deadlines, recording time (if applicable) and managing WIP and debt collection
Responsibilities:
- A solid academic background with either a relevant professional qualification (such as STEP or ICSA at foundation level or higher) or working towards such relevant professional qualification will be an advantage
- At least two years of corporate administration experience would be ideal
- Good working knowledge of Microsoft desktop software. Knowledge of specialist industry software e.g. Practice Management Systems (Viewpoint/Navision) Document Management Systems (Worksite) will be an advantage