Job Description
Client Administration Assistant
Application Deadline: 6 July 2026
Department: Stockbroking
Employment Type: Full Time
Location: Jersey
Ready to take the first step in your professional journey? We’re looking for a motivated individual with excellent communication and organisational skills to join our Client Administration team in Jersey.
This entry-level role is an exciting chance for the right candidate to take the first step in their professional journey and develop their career in a supportive, collaborative, and professional environment.
What we’re looking for
- You’ll have a solid educational background which can be applied to the technical nature of the role and bring a confident, client-focused approach with a genuine passion for delivering an exceptional service.
- However, if you have some exposure to financial services, an interest in wealth management, and the drive to learn, we’d still love to hear from you.
- We’re open to speaking with talented individuals with the potential and ambition to grow professionally.
Key Responsibilities
- Assist with providing administrative support to Front Office Executives as required, to include monitoring inboxes
- Proactively assist with the account opening process including compilation of internal set up form and pack, processing and monitoring of account opening documentation and CDD, liaising with clients, Executives and Client Onboarding/CDD through the process to ensure a smooth and complete opening process
- Work proactively with the Client Services team and liaise with them to improve or enhance workflows within Avaloq
- Proactively manage client instructions and CRMs in a timely manner including payment requests, private transfers, account closures, and corporate events
- Liaise with relevant internal departments to ensure that client administration and compliance requirements are met.
For the full job description, please click the link on the right side of the page.
Skills, Knowledge and Expertise
Technical /Qualifications
- A strong academic background, with at least 5 GCSEs grade C/4 or above. A Levels or a degree (or equivalent) would be advantageous
- Previous work experience within an office environment, ideally within the financial services sector, would be beneficial but not essential
Systems/Internal Processes
- Ability to grasp and obtain a solid understanding of internal processes and systems quickly
- Microsoft Office knowledge, particularly Excel
Regulatory Awareness/Compliance
- Ability to work within the regulatory and compliance environment
- Ability to obtain a good understanding of terminology used within the financial services environment.
Core Competencies/Skills
- Strong time management and organisational skills
- Strong interpersonal skills and communication skills with the ability to build and maintain strong working relationships
- Ability to work under pressure to tight deadlines to ensure the effective delivery of service
- Eager to learn with the ability to pick up new tasks quickly
- A flexible approach to work, can-do attitude
- Great attention to detail and proven accuracy skills
- Good problem-solving skills with the ability to use own initiative
- Always maintains confidentiality
- An understanding of identifying and meeting client needs and providing excellent customer service.
Benefits
- Competitive benefits package including contributory pension scheme
- Medical care for yourself, partner, and dependant children
- Learning & Development opportunities
- Modern office with sit-stand desks.
