We are currently seeking a Senior Administrator to join our multi-award winning and growing Trust and Private office business in Jersey.
About the role
The successful candidate will report to the Associate Director and will be an enthusiastic and committed member of the team, working principally for a significant and busy private office client. They will support the Associate Director, Director, and dedicated bookkeeper in our Jersey office, as well as individuals in our London office in the day-to-day administration of the client group with the intention to grow the team’s private client portfolio in the short to medium term.
The ideal candidate will be comfortable working independently and as part of a close team, with a flexible, collaborative and hands on approach to tasks which can be quite varied depending on the private client activity.
Key responsibilities include:
- Maintaining and developing relationships with the client’s private office team to action requests and respond to queries
- Liaising with banking providers and investment managers in the management of numerous bank accounts and investment information for bookkeeping team
- Working collaboratively within the team to support the strategic and operational objectives
- Ensuring compliance considerations and appropriate processes, policies and procedures are met and including updating of client records, CDD, compliance notes, KYC information
- Ensuring all tasks are accurately recorded with clear descriptions of work conducted in the daily timesheet
- Prepare documents for the Director to sign via DocuSign or wet ink as requested by the team.
- Monitor utilities email groups e-filing and forward to the client’s private office.
- Assist with ad-hoc project work and cover while other team members are away
- Ensuring that all business is conducted in accordance with the policies and procedures of Accuro Group and the rules, guidelines and expectations of the local regulator
- Understanding, embracing and practicing Accuro’s culture and values
About you
Our ideal candidate will have previous Trust and Company administration experience, as well as knowledge of relevant regulatory and legal frameworks. They will be organised, accurate, prepared to take ownership of tasks and understand when to ask for advice or support; have the ability to follow tasks through to completion and manage time effectively; learn, take direction from and work collaboratively with other colleagues; be proactive, self-motivated and solution driven; have good interpersonal and communication skills; and a good working knowledge of Microsoft Office products. Experience in NavOne and/or Business Central systems would be an advantage.
Holding relevant qualifications (i.e. STEP or ICSA) or be working towards these is desirable.
Apply now
If you would like to apply or you would like more information about this role, please contact us directly at [email protected].
Accuro provides equal opportunity in recruitment and employment to all individuals and will consider candidates without regard to race, ethnicity, gender, religion, sexual orientation and identity, national origin, age, disability or any other legally protected status and without discrimination based on socioeconomic, marital, parental or caregiving statuses.
We value the diversity of our candidates, employees and board. We reject any form of harassment, discrimination, retaliation or oppression. Respectful communication and cooperation is encouraged and required. Our organisation is dedicated to sustaining and promoting diversity with respect to recruitment, hiring, placement, promotion, training, provision of compensation and benefits and general treatment during employment.