This position presents an exciting opportunity for a Senior Administrator to play a pivotal role within the Private Wealth department. The successful candidate will assume responsibility for the administration of a diverse portfolio of Private Wealth entities, acting as the primary day-to-day contact for clients. Under the guidance of a senior team member, the role demands the delivery of exceptional administrative services that adhere to client expectations and regulatory standards. Key responsibilities include efficient communication with clients and third parties, overseeing transaction management, and ensuring statutory compliance. Additionally, the Senior Administrator will supervise and mentor junior team members, fostering a collaborative and supportive working environment. This full-time role is designed for individuals eager to advance their careers in a dynamic sector.
Job Duties:
- Administer and manage a varied portfolio of Private Wealth entities, ensuring compliance with client requirements and regulatory frameworks.
- Maintain effective communication with clients and external stakeholders, including legal and financial professionals, to facilitate seamless management of client affairs.
- Oversee transaction management, including organising client meetings, drafting essential documentation, and ensuring timely statutory filings.
- Process and approve bank payments while ensuring accuracy in financial record-keeping and reconciliation.
- Manage invoicing processes, including creating and distributing invoices and monitoring debtor accounts.
- Track work in progress (WIP) and ensure alignment with agreed fee structures while conducting fee reviews where necessary.
- Commit to data integrity while utilising relevant systems to enhance operational efficiency and client service.
- Supervise and guide Trainee Administrators and Administrators, offering support and identifying training needs.
- Contribute to the consistency of practices by embracing team principles and promoting alignment within the team.
- Identify opportunities for business improvement by enhancing systems, processes, and service delivery mechanisms.
- Ensure compliance with relevant laws, regulations, and internal policies, particularly concerning anti-money laundering and client due diligence.
- Participate in special projects or initiatives as required.
Job Requirements:
- A minimum of 4–6 years’ experience in the finance industry, specifically in Private Wealth or trust and fiduciary administration.
- Strong academic background; a Bachelor’s degree or equivalent is preferred.
- Pursuing or holding a relevant professional qualification such as STEP or ICSA.
- Excellent written and verbal communication skills.
- Familiarity with Viewpoint is advantageous.
- Competent in using Microsoft Office applications effectively.
- Solid understanding of statutory laws and regulatory requirements, particularly regarding anti-money laundering practices.
- Demonstrated responsiveness, client focus, and strong organisational skills with attention to detail.
- Ability to work independently and use initiative to achieve results within deadlines.
- Proven capability to mentor and support junior team members for their professional development.
- Dedicated to delivering excellence for clients and the team.
What You’ll Love:
This role offers an opportunity to be part of an inclusive workplace that celebrates diversity and professional growth. You will engage in a supportive environment that encourages personal development and values each individual's contribution, making it an excellent place for those seeking to further their careers.
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