What’s the role?

Within this role you will be responsible for delivering a high level of administrative support to the team, in line with the defined business activities, ensuring that all tasks are carried out efficiently and effectively, in accordance with Gen II’s procedures.

What you’ll be doing

Preparing payment instructions including for online banking systems, with supporting documents for clients
Monitoring receipt of funds and providing confirmation when received
Preparing basic emails for review
Preparing cover letters, sending documents out and basic letters
Scheduling meetings
Producing reports
Collating information and circulating board packs
Requesting CDD documentation (under supervision)
Draw down checklists
Distributions checklists
Investment checklists
Drafting basic minutes and resolutions (with assistance)
Daily inputting of timesheets
Sending out invoices to clients
Preparing requests for static data updates
Filing
Dealing with incoming post
Invoice schedule maintenance

The ideal background for this role:

A sound academic background
Willingness to study towards a professional qualification
Previous office experience would be preferred
Working knowledge of Microsoft Office
Excellent written and verbal English
A high level of accuracy with good attention to detail
Good time management and the ability to prioritise workloads

Role Location/Hybrid Schedule

This role is based in our Jersey office. Although the nature of most of the roles within Gen II cannot be classed as totally flexible, there is scope in some cases for a form of Agile Working. The different ways in which Agile Working can be undertaken is dependent on the demands and needs of the business, the office space available and the individual’s preferences and circumstances. For this trainee role, we believe you should be office based to enable training and collaboration with the team.

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