Administrator - Private Wealth and Family Office

at  TMF Group

Job no: 575368
Work type: Full time
Location: St Helier, Jersey
Categories: Private Wealth
Office Location: Jersey

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.

• 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.