Senior Client Administrator, Pwfo
4 days ago
**Job no**: 576150
**Work type**: Full time
**Location**: Saint Peter Port, Guernsey, St Helier, Jersey
**Categories**: Private Wealth
**Office Location**: Guernsey
**DISCLAIMER TEXT**
**ABOUT TMF GROUP**
TMF Group is a leading provider of administrative services, helping clients invest and operate safely around the world. As we’re a global company with 11,000+ colleagues based in over 125 offices across 87 jurisdictions, we actively seek out people with the talent and potential to flourish at TMF Group, whatever their background, and offer job opportunities to the broadest spectrum of people. Once on board we nurture and promote talented individuals, making sure that senior positions are open to all.
**DISCOVER THE ROLE**
Join our team and provide high-quality administrative support for a diverse portfolio of Private Client structures. You'll lead a team of client administrators in Guernsey and contribute to the operational strategies and financial planning of client structures for high-net-worth individuals and corporate clients.
In this role, you’ll ensure the efficient servicing of client structures, develop a deep understanding of their assets and needs, and work closely with the Director overseeing the entities. Acting as the main point of contact for both in-house teams and clients, you’ll build strong relationships and ensure top-tier service.
This is a unique hybrid opportunity to make an impact and grow your expertise in a dynamic environment.
**KEY RESPONSIBILITIES**
- To be the main point of contact for the day-to-day administration of client structures, being responsible for client communications and correspondence.
- Attending client meetings and calls, and preparation of minutes or file notes as appropriate.
- Ensure all client statutory, regulatory and registry filings are prepared and filed, meeting all deadlines.
- Work with the accounting team to provide back-up required for accounts preparation and audit purposes and assist with collation of data to meet reporting deadlines.
- Maintain accurate revenue/time recording, invoicing, and collection processes.
- Ensuring filing and profiling of documents is completed in a timely manner.
- Accurate preparation of written communications and preparation of statutory documentation, as applicable to the administration of structures.
- Prioritizing and managing your workload, consulting and escalating issues and exceptions to senior team members.
- Providing support to other team members as and when required.
- Gaining and maintaining an understanding of regulatory requirements, both fiduciary and funds.
- Taking responsibility for personal self-development, working on agreed training requirements and performance goals to ensure ongoing development.
**KEY REQUIREMENTS**
- A-Levels or degree
- Final stages of relevant professional qualification (STEP certificate/ ACG) advantageous
- Ideally a minimum of 2 years’ of funds or/and private wealth related experience as an administrator involved and performing day to day administration of client structures
- Listening and understanding questions from others both from the clients and from team members;
- Excellent communication skills required;
- Attention to detail;
- Ability to lead by example and set best practice;
- To be available to address administrators and trainee administrators queries;
- To be able to demonstrate an ability to delegate tasks but remain accountable for ownership of tasks;
- To take the lead on the client relationships
- To assist with the day to day administration of client relationships assigned to other team members as required;
- Working knowledge of all payment channels: including SWIFT, CHAPS, BACS and Faster payments would be an advantage.
**WHAT’S 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
- Permanent Health Insurance
- Death in Service (Life Assurance)
- Critical Illness
- Discretionary performance related bonus (which is linked to Company and individual’s 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)
- Access to the Global Business Academy suite of training
- Access to Go Fluent Language Learning
- The opportunity to participate and get involved in activities relating to ESG / CSR / D&I / Wellbeing
**Advertised**: 02 Jan 2025 GMT Standard Time
**Applications close**: 28 Feb 2025 GMT Standard Time
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