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Senior Administrator, Private Clients

Hiring from
Jersey
Work type
Hybrid
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Senior Administrator, Private Clients
Jersey
Monday to Friday 35 hours per week
On-Site/Hybrid
Vacancy type: Permanent

Intro:

CSC Private Client is a specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team to manage a portfolio of private clients covering a variety of trust structures. This role requires good attention to detail and someone who is a technical expert with Trusts Structures.

Some of the things you will be doing:

  • Collaborate with your team to manage a portfolio of clients, covering a variety of structures
  • Pro-actively take on additional responsibility and administration tasks as required by your manager or clients
  • Be a technical expert on client structures, including any regulatory requirements that are applicable and be up to date with the new legislation as required
  • Take care of, and establish good relationships with all business partners, colleagues and clients
  • Communicate openly and honestly with clients on a regular basis, within the CSC SLA agreement
  • Drive new, innovative ideas on how to improve the efficiencies of daily tasks
  • Offer support and guidance to junior team members through mentoring and supervision
  • Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced and time is recovered efficiently

What technical skills, experience, and qualifications do you need:

  • Proven experience in a similar role
  • Studying towards/hold a professional qualification, ideally ICSA/STEP
  • Be able to deal with tasks independently & use own initiative
  • Strong academic background
  • Be proactive and forward thinking
  • Broad understanding of the wide range of Fiduciary products offered by CSC

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