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Private Client Administrator

Are you ready to advance your career within a progressive, fiduciary business? A leading provider of private client and fund services is seeking a Private Client Administrator to take an active role in managing a varied portfolio while working closely with clients, advisers, and senior team members in a supportive, forward‑thinking environment.

Key Responsibilities:

  • Overseeing day‑to‑day trust and company administration
  • Maintaining accurate client records and statutory documentation
  • Preparing minutes and assisting with a broad range of transactions
  • Managing bookkeeping duties and reconciliations
  • Supporting accounts preparation and producing client reporting
  • Completing due diligence and contributing to compliance processes

Key Criteria:

  • At least 2 years’ experience in the trust industry
  • Ideally, studying towards STEP or ICSA 
  • Commitment to ongoing study and professional development
  • Strong communication skills and excellent attention to detail
  • Confident working independently and collaboratively within a team

You’ll join an inclusive, flexible employer that actively supports professional studies, continued learning, and long‑term career growth. Send in your CV today!


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