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Assistant Administrator, Private Clients

This role is focused on providing assistance as a member of a dedicated and progressive team, offering comprehensive administration services to an international client base and their structures. The position entails managing a client portfolio that includes Trusts, Companies, Foundations, and Limited Partnerships. The successful candidate will undertake bookkeeping responsibilities to maintain accurate accounting records for the team's client portfolio. Duties will also include drafting written instructions for online payments, distributions, dividends, and professional fees, as well as preparing minutes and general correspondence for review. An accurate statutory database must be maintained to reflect the client's portfolio, and the role involves liaising with intermediaries such as banks, law firms, and other professional advisors through email, telephone, and written correspondence. General assistance will be provided to the team as necessary.

Job Duties:

  • Assist the team with administration tasks for a diverse client portfolio.
  • Undertake bookkeeping to ensure accurate accounting records.
  • Draft written instructions and facilitate online payments for clients.
  • Prepare minutes and general correspondence for review by supervisory staff.
  • Maintain an accurate statutory database for the client portfolio.
  • Liaise with intermediaries through various communication methods.
  • Provide general assistance to the team as needed.

Job Requirements:

  • A-Level qualifications and/or a university degree.
  • Strong verbal and written communication skills.
  • Effective time management abilities.
  • Excellent organisational skills.

What You’ll Love:

This role offers a collaborative and innovative culture where individuals can thrive. Opportunities for professional and personal development are available, enabling growth and enhancement of skills in an ever-evolving environment. Competitive remuneration and comprehensive employee benefits are also integral aspects of the role.

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