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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!