Administrator - Private Wealth and Family Office
Private Wealth
Enquire
Type: | Permanent |
Hours: | Full Time |
Reference: | 575368 |
Full Description
About TMF Group
TMF Group is a leading provider of high-value business services to clients operating and investing globally. We focus on delivering specialised services in Private Wealth, Accounting, Tax Compliance, and more. Our team in Jersey is looking for a proactive and detail-oriented Administrative Officer to join our Private Wealth Family Office.
Job Overview
As an Administrative Officer in our Private Wealth Family Office, you will support senior team members in managing a portfolio of clients. You will be responsible for handling a range of banking, investment, and financial transactions, assisting with client meetings, and maintaining high standards of service delivery. This is a great opportunity to work with a prestigious client base and be part of a collaborative and professional environment.
Key Responsibilities:
- Assist senior team members with the management of client portfolios.
- Execute banking, investment, and financial transactions within your authority limits.
- Support client meetings by preparing meeting materials and concise notes.
- Maintain accurate records and meet daily productivity targets.
- Collaborate with the team to monitor debtors and flag any potential issues to your Line Manager.
- Ensure ongoing risk management and governance processes are adhered to.
- Contribute to the development of existing client and intermediary relationships.
- Strive to meet continuing professional development (CPD) targets.
- Provide guidance and oversight to junior team members, reviewing their work to ensure quality.
Your Profile:
- Understanding of administrative processes, particularly in private wealth or family office environments.
- Awareness of risk management principles and governance frameworks.
- Strong organisational skills and attention to detail.
- Team player with a proactive attitude, striving for high standards of delivery to clients.
- Capable of managing time effectively and working in a fast-paced environment.
- Familiar with TMF Group values and committed to upholding them.
For more information please visit https://careers.tmf-group.com/cw/en/job/575368.
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