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  • Trust
  • Jersey
  • Full Time
  • Ref: 37647

Administrator | Family Office

A great role within a family office team, delivering a first-class administrative service to a small portfolio of clients.

Responsibilities will include:

  • Administering a small portfolio of clients
  • Assisting more senior members of staff with their portfolios
  • Maintaining statutory books
  • Preparing regulatory documentation
  • Preparing payment instructions for online banking systems and written instructions
  • Delegating more basic correspondence and payment instructions to more junior members of staff
  • Monitoring and managing aged debts
  • Assisting with the review of accounts and financial statements
  • Scheduling and attending meetings, drafting minutes and resolutions

Experience and skills required:

  • Minimum of 2 years relevant industry experience
  • Strong academic background
  • Studying towards a table 5 qualification would be desirable
  • Excellent communication skills
  • Working knowledge of Microsoft Office
  • An understanding of the local finance industry, legislation and regulatory requirements

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

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