Senior Administrator (Family Office)

Our client, a leading provider of family office services, is seeking a Senior Administrator to join their team in Jersey. This role offers the opportunity to manage a varied client portfolio, oversee complex transactions, and provide guidance to junior team members within a collaborative and professional environment.

An excellent opportunity for an experienced finance professional (4+ years), ideally with a solid track record in Family Office services, seeking the next step in their career.

Key Responsibilities

• Deliver high-quality administration for a diverse portfolio of clients with minimal supervision.
• Support senior team members on complex transactions, including reviewing and summarising documentation.
• Oversee onboarding of new clients and ensure accurate collation of KYC documentation.
• Maintain up-to-date task lists and report on outstanding matters during team meetings.
• Supervise and delegate tasks to junior team members, providing training and technical support where required.
• Liaise with clients, advisors, bankers, and third parties such as lawyers, auditors, and investment managers.
• Prepare correspondence, maintain corporate records, and ensure timely document filing in line with company policy.
• Coordinate and attend meetings, including taking minutes.
• Manage transactions such as property acquisitions/disposals and refinancing.
• Monitor WIP and review invoices to ensure accuracy and recoverability.
• Assist with team administration and contribute to appraisals and development processes.

Skills, Knowledge and Expertise

• At least four years’ experience in the finance industry, with a strong background in servicing Family Office clients.
• Proven ability to mentor and coach junior team members.
• Strong organisational skills with attention to detail and ability to manage multiple priorities.
• Excellent communication skills and confidence in liaising with clients and stakeholders.
• Professional qualification such as ICSA / STEP Diploma (or equivalent) is essential.
• Up-to-date AML training and understanding of compliance requirements.