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Administrator, Private Client

CSC

Jersey

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About the role

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