Administrator Private Clients
Job Summary
Purpose of the Job
Develop your career in corporate and trust administration while working with a diverse portfolio of clients and this role youll gain broad exposure to client relationship management governance compliance and operational delivery helping to ensure the smooth administration of trusts and companies. Youll work closely with clients colleagues and stakeholders to deliver high-quality services contribute to business objectives and support the continued success of your portfolio. This is an excellent opportunity to strengthen your technical knowledge enhance your client management skills and take on increasing responsibility within a collaborative and professional environment.
Main Responsibilities
- Manage a portfolio of trusts and companies helping to deliver efficient compliant and client-focused administration services.
- Prepare and review corporate documentation including minutes resolutions agreements and other client deliverables ensuring accuracy and attention to detail.
- Build strong relationships with clients and stakeholders providing timely support and developing a deeper understanding of their needs and objectives.
- Collaborate with internal and external teams to maintain accurate records and uphold data integrity across client and compliance systems.
- Support the delivery of services in line with regulatory requirements internal policies and established operational standards.
- Contribute to the development of colleagues by sharing knowledge supporting day-to-day queries and acting as a trusted team resource.
- Assist with billing activities and portfolio administration including monitoring aged debt positions and supporting strong financial management practices.
- Participate in strategic initiatives and continuous improvement efforts that enhance client service and operational effectiveness.
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Qualifications :
Knowledge Skills and Experience
- Educated to A-Level standard or equivalent with a degree in a relevant discipline or progress towards a professional qualification such as CGI/ICSA.
- 2-5 years experience in company trust or corporate administration supported by a solid understanding of trust and company structures.
- Strong digital proficiency including Microsoft Office applications and business systems with the ability to work confidently with client data and records.
- Excellent communication and relationship-building skills with the ability to engage effectively with clients colleagues and stakeholders.
- Well-organised and detail-oriented with strong judgement accountability and the ability to manage priorities while maintaining high-quality standards.
- Demonstrated ability to collaborate support others and contribute positively to a high-performing team environment.
Additional Information :
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC Clients are at the centre of our world and were committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS We aim high. We think and act globally seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple efficient and effective.
- We are COLLABORATIVE With a curious mindset we ask the right questions to get to the right solution for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL We behave with integrity at all times and assume positive intent building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
Please let us know if theres anything we can do to make the process easier for you. You can reach us at .
Were an equal opportunity employer. All applicants will be considered for employment without attention to age ethnicity religion sex sexual orientation gender identity family or parental status national origin or veteran neurodiversity or disability status.
Remote Work :
No
Employment Type :
Full-time
About Company
Fund services | Corporate | Capital markets | Private client | Regulatory & ComplianceWe help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high ... View more