Our client is seeking a Private Client Administrator to provide trust and company administration services to a portfolio of private clients, ensuring exceptional client service and compliance with regulatory requirements. You will manage a portfolio of low to medium-risk trust and company structures, liaise with clients and professional advisers, assist with annual reviews, account closures, compliance processes, and day-to-day administration, while maintaining accurate records and meeting service deadlines.
Requirements:
- Previous trust, company administration or financial services experience preferred
- Strong organisational skills with the ability to manage multiple priorities
- Excellent communication and client relationship skills
- High level of accuracy and attention to detail
- Good understanding of regulatory and compliance requirements
- Willingness to study towards a recognised professional qualification such as STEP or CGI
If this role interests you then please contact us.