Senior Administrator, Client Operations (Reviews and screening)

15 March 2024

Hiring Lead

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Emma Dendy


About us

We are an independent and privately owned Family Office Services provider, based in Jersey and supporting clients all over the world. Since opening our doors in 2013 we’ve brought a fresh approach to our market, through our progressive, flexible, and service-focused offer. After a decade of growth, building a strong team, and earning a number of industry awards, we’re now adding to our team, and are looking for people who would thrive in an environment where their voice, and their contribution will be invited, heard, and appreciated.

The role

In this new role will be responsible for completing periodic reviews for a range of Crestbridge Family Office clients, as well as assisting with the supervision and development of the reviews and screening team.

Key result areas

• Completion of periodic reviews across the FOS business in line with Crestbridge standards, procedures and guidelines.
• Completing NavOne workflows to correctly record the periodic review.
• Tracking and reporting on workload against targets.
• Liaising with the Jersey client teams to ensure all prechecks are complete and to seek additional information where required.
• Take responsibility for own workload and ensure high quality output.
• Provide excellent levels of service in line with Crestbridge standards, procedures and guidelines
• Take responsibility for own personal development, in line with agreed performance objectives and development plans.
• Be a role model and ambassador for Crestbridge Family Office Services.

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