Administrator - Private Wealth

Administrator - Private Wealth

Intertrust Group

St. Helier, Luxembourg

The Position

Intertrust Private Wealth is a specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team to assist in managing a portfolio of private wealth clients covering a variety of trust structures. This role requires good attention to detail and the ability to deal with tasks independently ensuring a discreet and professional service to our clients.

Technical Attributes

  • Collaborate with your team to assist in managing a portfolio private wealth clients, covering a variety of trust structures;
  • Pro-actively take on additional responsibilities and administration tasks as required by your manager or clients;
  • Be a technical expert on client structures, including any regulatory requirements that are applicable.

Client Care

  • Ensure client records are clearly and accurately updated with all correspondence;
  • Take care of, and establish good relationships with all suppliers, team mates and clients;
  • Communicate openly and honestly with clients on a regular basis, within the Intertrust's SLA agreement.

People & Team

  • Be responsible and approachable when given tasks by a senior team member;
  • Provide new, innovative ideas on how to improve the efficiencies of daily tasks;
  • Drive personal development using all the resources available at Intertrust to achieve success.

Financials

  • Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced;
  • Produce and submit all statutory returns;
  • Assist in the opening of bank accounts and the processing of payments;
  • Maintain bank statements, doc perm and safe custody duplication and protector consent records.

Skills & Expertise

  • Experience in a similar role;
  • Studying towards/hold a professional qualification, ideally ICSA/STEP;
  • Be able to deal with tasks independently & use own initiative;
  • Strong academic background;
  • Be proactive and forward thinking;
  • Broad understanding of the wide range of Fiduciary products offered by Intertrust.

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© EuroJobsites 2020

EuroJobsites is a registered company number: 4694396 VAT number: GB 880 9055 04

Registered address: EuroJobsites Ltd, Unit 8, Kingsmill Business Park, Kingston Upon Thames, London, KT1 3GZ, United Kingdom

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