Administrator - Private Wealth
JerseyHybridFull-time
AI Summary
At Ogier, we are deeply committed to fostering an open and progressive work environment, where our people-first culture continuously supports and enhances career development.
About this role
At Ogier, we are deeply committed to fostering an open and progressive work environment, where our people-first culture continuously supports and enhances career development.
By joining us, you will work under the supervision of an experienced team member, supporting them and the wider team in the provision of tailored solutions for Ultra High Net Worth Individuals, Family Offices, and Charities. Our client portfolio is globally extensive, encompassing a wide array of Trusts, Companies, Foundations, and Asset Holding Structures (for collectibles, marine, and aviation).
The team operates in a flexible manner, without rigid division of responsibility based on client type or geography. Therefore, this is a exceptional opportunity for individuals eager to embrace a genuinely varied workload and gain extensive exposure to the world of Private Wealth. If you are passionate about expanding your professional horizons in a dynamic and supportive environment, we would love for you to be a part of our team.
Key Responsibilities
- The formation and ongoing administration of a portfolio of Trusts, Companies, Foundations, and high-value Asset Holding Structures
- Preparation of minutes, resolutions and correspondence, coordinating of the timely execution of documentation, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records
- Liaising with clients and third parties such as lawyers, auditors, bankers and investment managers as required
- Processing of bank payments, reconciliation of payment logs and approvals
- Production and circulation of invoices, fee collection and chasing debtors
- Pro-actively take on and support additional responsibilities and administration tasks as required by your manager or clients
- Supervise and assist in the training of Trainee Administrators and provide feedback and identify any additional training needs to your direct manager
- Absolute devotion to data integrity with attention to detail in all activity, with particular focus on utilising the systems to their maximum potential to drive efficiency and client service
- Support an 'Ogier Best Way' ethos across the team through rigorous process analysis to drive alignment and consistency
- Contribute towards the business as a whole in identifying process improvements, improvements in policies and procedures and any other service innovation changes that would improve the client experience
- Ensure compliance with all applicable laws, regulations and internal policies and procedures, including those related to the prevention of anti-money laundering and terrorist Financing and reporting of suspicious activity or transactions, client due diligence and record keeping
- Undertake any project work as required, undertaking initiatives identified and designated from time to time by your direct Manager
Skills, Knowledge & Expertise
- 1-3 years’ relevant experience in the finance industry, preferably within Trust and Private Wealth administration
- Strong academic background, preferably Bachelor’s degree or equivalent. Ideally working towards or holding a professional qualification such as STEP or ICSA (CGI)
- Excellent written and verbal communication skills
- Working knowledge of the MS Office package (Outlook, Word, Excel, Power Point). Experience in using Viewpoint would be an advantage.
- Good understanding of the applicable statutory laws and other related legal and regulatory requirements, including anti-money laundering regulations
- Experience working with both Jersey and Guernsey structures
- Responsive and client focused with strong organisational skills and attention to detail. Ability to deal with tasks independently and use own initiative
- Must be committed and driven to achieving excellence for themselves, their clients and their team