Our client is seeking an experienced Administrator to join their Private Clients division on a full-time, permanent basis. The successful candidate will be responsible for delivering professional trust and company administration services to a diverse portfolio of clients. This role requires a high standard of accuracy, technical knowledge, and the ability to manage multiple responsibilities, ensuring all client structures remain compliant with statutory and regulatory obligations.
Job Duties:
- Administer a portfolio of trusts, companies, and other entities in accordance with relevant governing documents
- Ensure compliance with tax obligations, including timely completion of tax returns and payments
- Respond promptly to incoming correspondence, escalating matters where necessary
- Prepare attendance notes and circulate relevant updates internally
- Draft minutes and meeting documentation as required
- Act as the first point of contact for allocated client relationships
- Oversee maintenance of accounting records and liaise with the Client Accounting Solutions team
- Manage the billing process, reviewing and discussing invoices with senior staff prior to issue
- Maintain accurate and up-to-date database records and statutory registers
- Monitor aged debt and liaise with Accounts and Directors to ensure effective control
- Conduct periodic client reviews in accordance with internal timetables
- Provide handover briefings during periods of absence to ensure continuity of service
- Undertake administration of colleague matters in their absence to meet client needs
- Maintain awareness of local regulatory requirements
- Carry out other duties as directed by the Manager, Management team, or Directors
- Escalate any issues or risks to the appropriate senior member of staff
Job Requirements:
- Educated to A level or degree standard
- Minimum of two years’ experience in trust and company administration
- Ideally holds a relevant professional qualification (e.g. ICSA or STEP Certificate level)
- Strong technical knowledge of local trust and company laws and regulations
- Proficient in Microsoft Office and related IT systems
- Strong organisational and time management skills
- Excellent interpersonal and communication skills
- Flexible, proactive, and enthusiastic approach
- Solution-oriented with a high level of accuracy
- Committed to working collaboratively in a team environment
What You’ll Love:
You will join a collaborative and client-focused organisation that values initiative, ethical conduct, and global ambition. This is a great opportunity to grow within a dynamic environment offering hybrid and flexible working options, competitive benefits, and a strong focus on professional development. We look forward to receiving your application.
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