Senior Administrator, Private Clients

Are you part-qualified with STEP, ICSA (CGI), or a similar professional body, and open to continuing your studies? Our client is seeking a Senior Administrator to manage a portfolio of trusts and companies.

Key responsibilities:

• Keeping client files updated and ensuring accurate, detailed minutes and meeting records.
• Liaising with legal, accounting, tax, and banking professionals on all aspects of managing a complex private client portfolio.
• Ensuring the timely and accurate completion of all administrative duties, including those delegated to team members (e.g., payments).
• Deputise for the Assistant Manager as needed, ensuring the team’s administrative responsibilities are carried out efficiently and with accuracy.

Key criteria:

• Proven organisational and time management skills.
• Previous experience in a regulated financial or professional services environment.
• Fully or part-qualified in STEP, ICSA (CGI), or equivalent, with a willingness to continue studying
• Strong academic background (e.g. A Level/Baccalaureate or equivalent), including GCSEs in English and Mathematics
• Confident with IT systems and demonstrates solid technical skills

Is this the role for you? Send in your CV today!