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Administrator, Private Clients

Ref: 32206

Our client is seeking an experienced Administrator to provide professional trust and company administration services for a diverse portfolio of private clients. This full-time role involves ensuring compliance with statutory and regulatory requirements while maintaining strong client relationships and delivering exceptional service. 

 

Job Duties:

  • Administer a portfolio of trusts, companies, and other entities, ensuring activities comply with governing documents.
  • Oversee tax obligations, including timely completion of tax returns and payments.
  • Handle incoming correspondence promptly, escalating as necessary.
  • Prepare attendance notes, minutes, and meeting documents as required.
  • Act as the primary point of contact for assigned client relationships.
  • Coordinate with the Client Accounting Solutions team for maintaining records and preparing annual accounts.
  • Manage the billing process, including reviewing billing summaries and draft invoices.
  • Maintain and update database records, including statutory registers.
  • Monitor aged debts and liaise with relevant departments to maintain tight control.
  • Conduct periodic client reviews according to established schedules.
  • Ensure colleagues are briefed on client matters during periods of absence and assist with their responsibilities when necessary.
  • Maintain an awareness of local regulatory requirements and escalate risks promptly.
  • Carry out additional tasks as requested by the Manager, Management team, or Directors.

 

Job Requirements:

  • Educated to A level or degree standard.
  • At least two years of trust and company administration experience.
  • Ideally holding a relevant professional qualification (e.g., ICSA or STEP) to Certificate Level.
  • Strong technical knowledge of local company and trust laws and regulations.
  • Excellent IT skills.
  • Good organisational and problem-solving abilities.
  • Strong interpersonal and communication skills with a team-oriented mindset.

 

What You’ll Love:

This role offers a competitive salary, hybrid working options, and a comprehensive benefits package, including pension, private medical insurance, and life assurance. You will work in a dynamic, collaborative environment with opportunities for professional growth while providing tailored solutions to clients.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here