Our client is seeking an Administrator to join their Private Wealth team. This full-time role involves supporting the administration of trust and company structures for a diverse portfolio of clients. You will collaborate with experienced colleagues, contributing to the smooth operation of client entities while gaining valuable exposure to trust administration, corporate governance, and regulatory compliance. This position offers an excellent opportunity to enhance your technical knowledge, organisational skills, and comprehensive understanding of the trust and corporate services industry.
Job Duties:
Support the administration of client entities, ensuring activities adhere to governing documents, statutory requirements, and internal procedures.
Assist with the preparation and maintenance of client documentation, including correspondence, meeting minutes, attendance notes, and other corporate records.
Coordinate routine administrative activities, supporting colleagues in delivering a high standard of service across a portfolio of trust and company structures.
Maintain accurate records and update internal databases to ensure client information is complete and current.
Assist with billing administration and related processes, ensuring accurate and timely client invoicing.
Build an understanding of local regulatory and compliance requirements and apply this knowledge in everyday activities.
Monitor client matters, identify potential issues, and escalate risks appropriately in line with policies and procedures.
Contribute to a collaborative team environment by supporting colleagues, sharing information, and assisting with ad hoc projects and departmental initiatives.
Job Requirements:
Educated to A-Level or degree standard, with a willingness to work towards a relevant professional qualification such as CGI or STEP.
Strong IT skills and confidence in using business systems and Microsoft Office applications.
Good interpersonal and communication skills, with the ability to build positive working relationships with colleagues and clients.
Well-organised and detail-oriented, with the ability to manage priorities, work accurately, and maintain high-quality standards.
A proactive and solutions-focused approach, supported by enthusiasm, adaptability, and a willingness to learn.
Collaborative team player with a strong interest in developing a career within trust, corporate, or private client services.
What You’ll Love:
You will enjoy a supportive working environment that values collaboration, innovation, and client-centric service. Our client fosters an ambitious culture where team members are encouraged to seize opportunities for professional development and growth. You will gain insights into industry practices while working with a dedicated team committed to excellence in client service.
Could this be the right opportunity for you? If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance, and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face to face, via Microsoft Teams, or by telephone, whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.
