Full Description

Purpose of the role:

You'll provide support to the team with administering a portfolio of clients whilst adhering to our Client Service standards.

Responsibilities:

• Administers a portfolio of more complex / higher value accounts with a lesser degree of supervision
• Liaises directly with clients and professional advisers in relation to business as usual administration matters including drafting and issuing routine correspondence & e-mails without prior approval by team leader / relationship lead
• Appreciates fully such matters that should be referred to the appointed team leader or relationship lead e.g. complex or unusual transaction requests, fee issues, service complaints etc

Skills required:

• CSP industry experience
• Experience of managing a client portfolio
• Studying for a relevant professional qualification

For more information please visit https://jobs.axalleine.je/job/senior-trust-administrator--trust-administrator-2436.aspx.

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