Private Wealth Administrator

  • Full Time
  • Permanent
  • Guernsey

AD-GSY-8363

LIVE

We have a great new opportunity for a Private Wealth Administrator to join a global leader in providing tech-enabled corporate and fund solutions to clients, operating and investing in the international business environment. This opportunity is available temporarily to assist with maternity leave cover within the business.

 

Key duties will include:

  • To manage and administer a portfolio of complex trusts and companies including preparation of correspondence as required
  • Liaise with lawyers, accountants, tax advisors and banks
  • Assist to ensure all administration tasks are followed through to completion in a timely manner, including tasks delegated to other members of the Team
  • Ensure that all client files are up to date and that Minutes and Meeting Notes have been drafted accurately with an appropriate level of detail
  • Will carry out a first review of accounts prepared by the Accounts Team and ensure that they are received and signed off by Manager/Associate Director in accordance with agreed timelines

 

More information about this role is available upon request – contact the team today for further details.



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