Senior Administrator, Operations
Location: Jersey
Department: Private Client
Vacancy type: Permanent
35 hours per week

The position 

CSC Private Client is a specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses.

The position available is for a senior administrator to join the Operations and data management team who work closely with the team's management to ensure an efficient and effective flow of information between the client facing teams, the support team in our Acceleration Centre (ACE), the systems supporting our client data and the clients themselves. 

The successful candidate will have an interest in using technology to deliver strong levels of client service and will be expected to act as a second line of support to the client facing teams.

Your responsibilities

Provide support to client facing teams including assistance with client on-boarding and termination, CDD/KYC and matter reviews, data management, billing and cash collection, system testing, data uploads and any other administration duties required. Pro-actively take on additional responsibilities and administration tasks as required by your manager or clients  Become an expert in technical matters relating to trusts and companies, be able to share this knowledge with team, including any regulatory requirements that are applicable to your clients  Assistance with the monitoring of team specific exception reports as well as other KPI's to ensure efficient operation of the department Proactively keep up-to-date awareness of current industry issues e.g. interest rate movements, changes in legislation  Ensure client records are clearly updated with all correspondence and that trust and company records and statutory databases/registers are kept up to date Communicate openly and honestly with administration teams to ensure all requests are dealt with promptly Maintain client documents with integrity and confidentiality  Be responsible and approachable when given tasks by team members  Provide innovative ideas on how to improve the efficiencies of daily tasks  Supervise and assist in the training, development and management of any Trainee Administrator and/or Administrator in team  Take care of and establish good relationships with all suppliers, team mates and clients  Drive personal development using all the resources available at CSC to achieve success  Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced Assistance with the production and submission of all statutory returns To ensure compliance with the firm’s professional conduct, quality and ethical standards.

Your profile

Strong academic background  May hold or be working towards ACA, ACCA, STEP or ICSA, or equivalent professional qualifications. Be able to deal with tasks independently and use own initiative  Must be committed and driven to achieving excellence for themselves and their client  Be pro active and forward thinking  Proven experience in a similar role

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