Senior Administrator - Private Clients

Our Client is seeking a Senior Administrator to join their Private Client team.

In this role, you will manage a portfolio of wealthy families, family offices, and owner-managed businesses. This role demands excellent attention to detail and technical expertise in Trust Structures.

Responsibilities:

  • Manage and collaborate on client portfolios.
  • Remain informed on regulatory requirements and legislation.
  • Foster strong relationships with clients and business partners.
  • Mentor junior team members.
  • Accurately record client-related time.

Requirements:

  • Proven experience in a similar role.
  • Studying towards/holding a professional qualification (ICSA/STEP).
  • Ability to work independently and proactively.

For more information on this role please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com

Location: 
Jersey
Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Tue, 17 Dec 2024
Closing Date: 
Mon, 17 Mar 2025
Reference: 
12341

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