Demo

Senior Administrator - Private Clients

CSC (Corporation Service Company)
Lakewood, NJ Full Time
POSTED ON 1/20/2025
AVAILABLE BEFORE 4/20/2025

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Senior Administrator

Location : Jersey

Department : Private Client

Vacancy type : Permanent, Hybrid

35 hours per week

The position

CSC Private Client 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 manage a portfolio of private clients covering a variety of trust structures. This role requires good attention to detail and someone who is a technical expert with Trusts Structures.

Your responsibilities

  • Collaborate with your team to manage a portfolio of clients, covering a variety of structures
  • Pro-actively take on additional responsibility and administration tasks as required by your manager or clients
  • Be a technical expert on client structures, including any regulatory requirements that are applicable and be up to date with the new legislation as required
  • Take care of, and establish good relationships with all business partners, colleagues and clients
  • Communicate openly and honestly with clients on a regular basis, within the CSC SLA agreement
  • Drive new, innovative ideas on how to improve the efficiencies of daily tasks
  • Offer support and guidance to junior team members through mentoring and supervision
  • Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced and time is recovered efficiently

Your profile

  • Proven 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
  • LI-EO1 #hybrid

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