Jersey, Administrator, Private Clients

October 4, 2016

Our Mission is to deliver value by creating new and higher standards of excellence. We may not be the biggest player in the market, but we will become the most respected. And we will do this by building on our success and then raising the industry bar in excellence of technical skills, of customer service and of overall understanding and responsiveness.

Elian Private Wealth is an independent, specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses.

Wealth structures can be established for many reasons. Whether it is succession, asset protection, tax efficiency, family governance or confidentiality, our team of skilled administrator’s works across all the major jurisdictions to deliver a discreet and professional service that robustly meets the objectives of the full range of wealth management structures. The members of the team are consistently recognised both individually and collectively as leaders in their field.

Job title

Administrator

Jurisdiction

Jersey

Department

Elian - Private Clients

Vacancy Type

Permanent

Technical Attributes

• Collaborate with your team to assist in managing a portfolio private wealth 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

Client Care

• Ensure client records are clearly and accurately updated with all correspondence
• Take care of, and establish good relationships with all suppliers, team mates and clients
• Communicate openly and honestly with clients on a regular basis, within the Elian’s SLA agreement

People & Team

• 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 Elian to achieve success

Financials

• Accurately record all time spent dealing with client matters to ensure the client’s 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

Skills & Expertise

• 2-3 years 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 pro active and forward thinking
• Broad understanding of the wide range of Fiduciary products offered by Elian

Contact

global.recruitment@elian.com