Senior Administrator,
Private Client

Summary

This role is within a small private client sub-team who provide high-end administration to a large client base, whose asset types range from investment bonds, properties (commercial and residential) and investment portfolios. There is also an element of charitable work involved as the team are reasonable for a number of charitable trusts, which is extremely rewarding and is great to see the financial benefit within the community and wider afield.  

The successful candidate will adhere to Company policies at all times, be a great problem solver and be able to act as a mentor to the junior members of the team. You must be able to plan and organise your own work load efficiently and be comfortable to raise any issues as and when they fall due. A team player is a must, working with not only the private client team but also the supportive Hawksford teams also. 


Principal Accountabilities: 

• Responsibility for the administration of a portfolio of trust and company structures including those of a complex nature.
• To review annual accounts on client portfolio and work with bookkeepers and accountants to ensure correct information recorded.
• To maintain the highest standards of administration including the periodic production of reports/analyses to third parties.
• To draft/prepare documents i.e. minutes/resolutions/small agreements etc., as and when appropriate.
• To liaise with investment advisers, asset managers and other professional advisers.
• To attend client meetings and be expected to develop a close working relationship with such clients.
• To maintain client confidentiality.
• To assist with the supervision and development of junior staff as required.
• In conjunction with the client director, to cover Team Manager’s and/or other administrator’s portfolios of clients in absence of holiday/sickness if required.
• 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. 
  
  
  

This type of person we are looking for:

• Proven experience, ideally in trust and company administration, financial services or legal services environment. 
• Be studying/Qualified in CGI (ICSA) or equivalent professional qualifications
• Be pro active and forward thinking
• Be able to use your initiative when handling tasks and be committed and driven to achieving excellence for yourself and our clients
• Excellent communication skills.
• Assist with the supervision and development of junior staff.
• Be confident and eager to learn.

 

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.