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Senior Administrator, Private Client Services

Our client is seeking a Senior Administrator to join its Private Client Services team. This role involves providing comprehensive administration services to an international client base while managing a complex portfolio of trust and corporate structures. The successful candidate will also play a key role in mentoring junior team members and ensuring compliance with internal procedures.

Job Duties:

  • Administer a complex client portfolio, including Trusts, Companies, Foundations, and Limited Partnerships
  • Build and maintain strong working relationships with team members, intermediaries, clients, and advisors
  • Provide day-to-day training and mentoring to Assistant Administrators, enhancing their skills and knowledge
  • Manage billing and debt collection processes for client portfolios
  • Conduct initial reviews of working paper files for annual accounts and financial statements
  • Oversee asset acquisition, monitoring, and disposal in line with company procedures
  • Prepare written correspondence, Board/Trustee minutes, and checklists, or review such work when overseeing an Assistant Administrator
  • Ensure client files are maintained and documented correctly and in a timely manner
  • Provide general assistance to the Assistant Manager or Manager as required

Job Requirements:

  • CGI/STEP Diploma or equivalent qualification, or a qualified accountant
  • Alternatively, a relevant functional qualification
  • Evidence of continuous professional development
  • Strong organisational skills and attention to detail
  • Ability to mentor and support junior team members

What You’ll Love:
Our client offers a dynamic and supportive environment where professional development is encouraged. You will have the opportunity to work with a progressive team, managing a diverse international client base while enhancing your expertise in private client services.

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