Senior Administrator
About Us
Crestbridge Fiduciary is a privately-owned and independent fiduciary services provider.
Our specialist team work alongside HNW and UHNW individuals and families, providing a comprehensive and sophisticated global platform for protecting and structuring wealth. We offer a truly multi- jurisdictional service accommodating even the most complex cross-border structures, supported from our offices in Jersey and the USA.
The Role
Taking care of the administration of a diverse client portfolio, you’ll help us to continue to deliver the proactive and attentive service essential to the smooth running of our clients. Working within a welcoming and supportive team you will collaborate closely with colleagues at all levels, as well as partners from outside the business. You will use your skills and judgement to help further strengthen client relationships within your portfolio and lend your experience to the development and mentoring of junior colleagues.
Key Result Areas
- Proactive management of portfolio to ensure excellent service delivery to clients, in line with Crestbridge Fiduciary standards, procedures and guidelines.
- Maintain and update client documentation accurately.
- Take responsibility for your personal development, in line with agreed performance objectives and development plans.
- Be a role model and ambassador for Crestbridge Fiduciary, always acting in accordance with our core values.