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    • Trust
    • Jersey
    • Full Time
    • Ref: 37159

    Private Wealth Administrator

    You will work closely with the private wealth and corporate team to manage a varied portfolio of clients in a rapidly expanding area. The ideal candidate will be committed to further personal and career development.

    Key responsibilities will include:

    • Collaborating with administration teams to manage and perform file reviews
    • Communicating openly and honestly with clients on a regular basis
    • Maintaining client records and documentation
    • Preparing fee costs and accurately recording all time spent dealing with client matters
    • Ensuring compliance with the relevant jurisdictional regulatory requirements

    Experience and skills required:

    • Currently studying towards ICSA, STEP, ACCA or equivalent professional qualifications
    • Proactive and enthusiastic approach to tasks
    • Ability to deal with tasks independently and using own initiative
    • Team player

    If you’d like to find out more information about this exciting opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk

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

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    Private Wealth Administrator
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