In this role you will deliver a comprehensive first-class administrative service to a varied portfolio of clients. You will also help in supervising and developing junior team members.

• Administering a varied portfolio of clients
• Liaising with clients on a day-to-day basis
• Taking responsibility for client appropriate regulatory documentation (including where appropriate NRL returns and HMRC filings)
• Supervising, coaching and delegating to junior members of staff
• Reviewing payment instructions
• Maintaining and updating client documentation accurately
• Taking responsibility for your own personal development, in line with agreed annual performance objectives
• Scheduling meetings
• Preparing board packs
• Drafting minutes
• Assisting with the review of accounts/financial statements
• Requesting CDD

The ideal background for this role:

• Table 5 Qualification
• Studying for or a willingness to study for:
  • ICSA Diploma
  • STEP Diploma
  • Diploma in Fund Administration
  • Any other Table 4 qualification
• 4 years relevant industry administration experience with at least 3 years experience running your own portfolio
• Good knowledge and understanding of current local finance industry legislation, regulatory requirements & working practices

This role is based in our Jersey office.