Wednesday 06 November 2024
Select a region

Administrator - Private Wealth and Family Office

Private Wealth Enquire

 

Type:Permanent
Hours:Full Time
Reference:575368
 

Full Description

We never ask for any kind of payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment or asked to make a purchase, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website.

 

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.

 

DISCOVER THE ROLE

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.

 

KEY REQUIREMENTS

  • 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.

 

WHATS IN IT FOR YOU

  • 25,5 holidays rising scale based on completed years service
  • Private Medical insurance for self & family which includes GP visits & eye tests
  • Defined contribution non-contributory pension scheme Employer contribution - 10%
  • Permanent Health Insurance
  • Death in Service (Life Assurance) 4 times x salary
  • Critical Illness
  • Discretionary performance related bonus (which is linked to Company and individuals performance)
  • Non contributory social club
  • Working from Home Scheme Contribution 2020-2024 - All permanent staff can claim up to 400 over a 4 year cycle (contribution of 100 a year) towards an office desk, chair or broadband improvement (e.g. upgraded router).
  • Fitness Club membership - 275 per year (receipts based)

 

Want to know more about a career with TMF Group? Watch this video:

For more information please visit https://careers.tmf-group.com/cw/en/job/575368.


« Return to Adverts

You have landed on the Bailiwick Express website, however it appears you are based in . Would you like to stay on the site, or visit the site?