Administrator,
Private Client

Summary

Roles at this level provide professional advice and/or support, directly or indirectly to team based upon a full understanding of a technical, professional or specialised field. They plan and ensure progress within established procedures and clearly defined Company policy. They are expected to identify gaps in information, and conduct analyses to solve/resolve problems and issues with short-term consequences. They put forward recommendations on managing more complex situations. Individuals are responsible for planning and organising their own work. There is a need for liaison and the co-ordination of activities across a number of subsections of the Company. The work involves encountering changing priorities and differing situations.

Principal accountabilities:

• Responsibility for the administration of a portfolio of trust and company structures. 
• To maintain the highest standards of administration including the periodic production of reports/analyses to third parties. 
• Drafting/preparing less complex documents i.e. minutes/resolutions, as appropriate. 
• To liaise with investment advisers, asset managers and other professional advisers. 
• To attend client meetings with client directors and managers. 
• To maintain client confidentiality. 
• To observe CDD at all times. 
• To record all time on the Company’s time recording system and ensure narrative is clear. 
• Achieve financial targets as determined by management. 
• Such other duties as the management may at times reasonably require.

The type of person we are looking for:

• Previous experience in a role at similar level. Exposure in working with Private Client is highly beneficial.
• A good understanding of Trust and Company administration.
• Currently studying towards a relevant professional qualification or willingness to do so.
• Experience building a strong rapport with colleagues and clients.
• Proven experience understanding and following business processes and checklists.
• Excellent communication skills with the ability to work within a team.
• Ability to use initiative and work independently.
• Strong organisational and time management skills are essential.
• Strong academic background, educated up to GCSE’s including Maths and English.
• Knowledge of Microsoft Office.

To find out more or have a confidential discussion, please email recruitment@hawksford.com or call +44 1534 740000.

Before you apply

Five years’ Jersey residency required for this role, as required by Control of Housing and Work (Jersey) Law 2012.

*£1,000 for successful direct applicants – Jersey Applications only

If you apply directly for this position (not via an agency or other introduction) you will receive £1,000 upon successfully completion of your probation period.

*This offer is currently available on Jersey opportunities only.