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Private Client Administrator

On-site in Jersey·Full-time·Added 1 month ago (last checked 6 Nov)

CSC

36 open roles

Our summary

Work mode
On-site, Jersey
Contract
Full-time

Skills

Nice to have

Requirements

Education & certifications

  • 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

The role

Administrator
Location: Jersey
Department: Private Client

Vacancy type: Permanent

What you'll do

  • 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

How you'll work

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.

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