A growing and collaborative firm is looking to recruit a Private Client Administrator to support the management of a portfolio of trust and company structures. This role offers a mix of administrative, client-facing and financial responsibilities.
Key responsibilities:
⭐ Administer a portfolio of trusts and companies on a day-to-day basis
⭐ Liaise with clients, advisers and third parties
⭐ Maintain accurate client records and statutory documentation
⭐ Process transactions including payments, distributions and asset movements
⭐ Perform basic bookkeeping and reconciliations
⭐ Assist with client reporting, accounts preparation and periodic reviews
⭐ Ensure client due diligence is up to date and compliant
What you’ll need:
⭐ 2+ years’ experience in trust or fiduciary services
⭐ Strong organisational skills and attention to detail
⭐ Good communication and interpersonal abilities
⭐ Ability to manage tasks independently and prioritise workload
⭐ Working towards a relevant professional qualification (e.g. STEP/CGI) preferred
⭐ Willingness to learn and develop
Why apply?
⭐ Opportunity to manage your own portfolio within a supportive team
⭐ Varied role with exposure to a range of client structures
⭐ Professional environment with training and development opportunities
⭐ Strong benefits package
