Senior Administrator - 6 Month Fixed Term Contract
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Praxis Group
Guernsey, WY, US
Summary
The Senior Administrator will assist with an internal project to transfer pensions from private wealth teams to the pension team. Responsibilities include categorizing client profiles, reviewing data room documentation, and ensuring all necessary legal paperwork is prepared.
Job Description
Praxis is an independent, leading provider of bespoke private wealth, corporate administration and yacht services to companies, individuals and families across the world.
Our expertise and experience is driven by recruiting and retaining the brightest and best and creating a culture that allows people to thrive. Our independence encourages an open culture where every voice is valued. We care about creating an environment that hears, supports and shares openly with all our people.
Teamwork and collaboration are at the heart of our approach, and we nurture an environment of openness and respect where everyone feels valued.
Be heard. Be part of the Praxis Group.
Our private wealth and corporate services teams work with our clients and their advisers, delivering an efficient, informed and personal service. We operate a fast-paced and rewarding environment with opportunities to service a variety of international clients across all asset classes.
Job summary:
To assist with an internal project to transfer the pensions from the private wealth teams to the pension team.
Job accountabilities:
> Check the client profiles to ensure the clients are categorised correctly for later legal review
> Review the documents within the data room to ensure the correct documentation is sent to the Lawyers preparing the Deeds of Retirement and Appointment for each entity.
> Locate any missing documentation and add it to the data room
> Remove any unnecessary documents
Minimum education and experience
> Educated to ‘A’ Level standard, or equivalent
> A minimum of 5 years’ relevant experience during which own portfolio of clients has been managed
Required skills
> Strong understanding of Trusts
> Experience of different types of pension plans would be an advantage
> An understanding of different assets classes and the risk associated with them
> Good problem-solving skills
> A strong team player
> Ability to work to deadlines with minimum supervision
Additional information
In addition, all our team members are expected to be committed to our core values:
· We inspire
· We listen
· We trust
· We succeed together
Our company page has moved following our merger with IFM Group. We encourage you to follow us at the new page and have provided the link below for your convenience.
http://www.linkedin.com/company/praxisifm
Established in 1983 and with assets under administration exceeding £10 billion, Praxis is an independent, privately-owned, group of companies providing a wide range of bespoke professional services to private individuals, families and international corporate clients.
Founded
1983
Company size
51-200 employees
Industry
Professional Services
Org type
Public Company
Headquarters
St Peter Port
Our company page has moved following our merger with IFM Group. We encourage you to follow us at the new page and have provided the link below for your convenience.
http://www.linkedin.com/company/praxisifm
Established in 1983 and with assets under administration exceeding £10 billion, Praxis is an independent, privately-owned, group of companies providing a wide range of bespoke professional services to private individuals, families and international corporate clients.
Founded
1983
Company size
51-200 employees
Industry
Professional Services
Org type
Public Company
Headquarters
St Peter Port