A position is available on a Client Handling Team to assist with the administration and relationship management of one of the Jersey offices’ largest fee earning clients.

The individual should be a good team player, have a flexible approach, work well under pressure and be able to prioritise workloads whilst maintaining accuracy and attention to detail.  On the job all the team members will offer training and coaching.

RESPONSIBILITIES:

• Receiving and responding to client and intermediary communications initially working closely with the team members and drafting responses on their behalf in order to build up knowledge of the structure and individuals involved.
• Preparing documents for client and intermediary meetings with the guidance and support from the team.
• Assisting with the administration of property portfolios, together with special work on sales and purchases of property when recommended by the property managers.
• Drafting bills for approval.
• Aiding the team on debtor and creditor management.
• Working with the Client Handling team and Operations and Tax specialist teams, on areas such as accounts, client reporting and VAT returns.
• Helping the Client Handling team coordinate the delivery of service to the principal clients and their associates.
• Helping with the administration of family trusts and underlying investment companies.
• Helping preparing minutes, reviewing documents and holding meetings for the Luxembourg entities which we provide external directors/manager to.

SKILLS:

• Trust and company administration experience, including a basic knowledge of Jersey trust and company laws.
• Ability to organise and work well under pressure, to plan and co-ordinate tasks in order of priority.
• Show a high degree of care to ensure work is accurate first time.
• Demonstrates good listening and questioning skills.  Good communication skills, both written and verbal.
• Numerate with good IT skills, to include spreadsheets

This position is working with a team on a large portfolio of entities.  The group is managed by a team and the individual will not have an allocated portfolio of clients but work as a team member on the whole group which currently has 52 active entities.