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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 jobs@rowlands.co.uk

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

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Administrator | Family Office
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