C
Administrator, Private Client
CSC
Jersey · je
2mo ago
66%
Good
Job description
Administrator Location: Jersey Department: Private Client Vacancy type: Permanent 35 hours per week 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 assist in managing a portfolio of private clients covering a variety of trust structures. This role requires good attention to detail and the ability to deal with tasks independently ensuring a discreet and professional service to our clients. Some of the things you will be doing: Collaborate with your team to assist in managing a portfolio of private clients, covering a variety of trust structures Pro-actively take on additional responsibilities and administration tasks as required by your manager or clients Be a technical expert on client structures, including any regulatory requirements that are applicable Be responsible and approachable when given tasks by a senior team member Provide new, innovative ideas on how to improve the efficiencies of daily tasks Drive personal development using all the resources available at CSC to achieve success Take care of, and establish good relationships with all suppliers, colleagues and clients Communicate openly and honestly with clients on a regular basis, within the CSC’s SLA agreement Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced Produce and submit all statutory returns Assist in the opening of bank accounts and the processing of payments Maintain bank statements, doc perm and safe custody duplication and protector consent records What skills, qualifications, and experience do you need? 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