Client Administrator

3 weeks ago

Jersey, United Kingdom Crimson Panda Full time

Crimson Panda are excited to be partnered with Apex who are looking for a Client Administrator to join their Jersey team.

Apex Group is a global financial services provider. We look to recruit bright, articulate and numerate personnel who is looking for a challenge and is prepared to work hard. Life at Apex isn't just about the work you do, it's about embracing the culture and loving what you do. Every employee plays a part in making Apex who we are today and the more that we grow, the more important that becomes.

The international nature of our business and global network of offices means that there are opportunities to broaden your life experiences and take short-term or permanent relocation options.

We are looking for a Client Administrator to join our growing team. In this role, you will work on a portfolio of clients, and work collaboratively with other members of the team to assist in the provision of trust and company administration services in accordance with regulatory requirements, service levels and company standards so as to meet with client expectations. As and when applicable, train and mentor a trainee administrator to build and develop their knowledge and skillset. As with any role level within the business, Apex are dedicated to the development of all staff.

**Job Specification**:

- Develop and share technical and industry knowledge gained through internal and external training or any social trends and/or external factors having an impact on the finance industry, and be able to share this with team
- Work as part of the team, contributing at team meetings, communicating effectively with colleagues and third parties, with a positive ‘can do’ approach to support the successful performance of the Company;
- Maintain accurate reports of time spent on time billing modules, on a daily basis
- Meet centrally defined, chargeable time requirements and any other grade specific targets;
- Identify when clients should be billed and work with the Manager responsible to raise a fee note, if necessary;
- Demonstrate an understanding of relevant legal and regulatory requirements, commensurate with responsibilities. Carry out all tasks in compliance with legal, regulatory and internal requirements (policies and procedures).
- Contribute to the maintenance of operating procedures using the Company approved formats and maintain an awareness of risks involved in administration activities;
- Ensure all incidents are identified in line with service delivery, and are reported to the Manager, where appropriate actions are implemented;
- To take responsibility for the drafting and preparation of relevant documentation (compliance files, minutes, forms and documents for the JFSC) and systems data (NavOne, banking systems) for the set up / closure of entities.
- On a timely basis draft letters, minutes and banking instructions as necessary. Develop knowledge of electronic banking systems and ability to accurately generate on-line banking instructions for subsequent review and approval.
- Clearance of client reviews using appropriate checklists, and ensuring this is completed in accordance with the agreed timetable;
- Ensure investment reviews, are completed using appropriate checklists and ensuring this is cmpleted in accordance with the agreed timetable;
- To take responsibility and ownership for all administration for allocated portfolios by providing a first class service in line with client expectations and agreed service levels;
- Develop a good financial awareness, commercial awareness, and ensure utilisation & debt recovery is monitored

**What you will get in return**:

- A genuinely unique opportunity to be part of an expanding large global business
- Exposure to all aspects of the business, cross-jurisdiction and to working with senior management directly

**Job requirements**
- Relevant industry experience is preferred.
- Ability to absorb and retain information quickly.
- Ability to present ideas in user-friendly, business-friendly and technical language.
- Ability to effectively prioritise and execute tasks in a fast paced environment.
- Exceptional communication and customer service skills.
- The ability to work within allocated deadlines and according to instructions and Company procedures.
- Clearly and appropriately communicate with colleagues, third party service providers and clients.
- To be aware of, and convey, the correct professional image and high standards applied by the Company.
- Ideally studying towards a professional qualification recognised by the JFSC, or above.
- Ability to multi-task, prioritise workloads and manage timescales.

Additional information:
We measure our success as a business, not only by delivering great products and services and continually increasing our assets under administration and market share, but also by how we positively impact people, society and the planet.

Interested? We'd love to hear from you

Schedule:

- 8 hour shift
- Monday to Friday

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