Job Description

The Administrator, Private Client role involves managing a portfolio of trust and company structures, providing professional support, and ensuring compliance with company policies.

This role requires a thorough understanding of technical, professional, or specialized fields, planning and coordinating activities across various subsections of the company, and identifying gaps in information.

The primary accountabilities include managing a portfolio of trust and company structures, maintaining high standards of administration, drafting less complex documents, liaising with investment advisers, asset managers, attending client meetings, maintaining client confidentiality, observing CDD, recording time on the company's time recording system, and achieving financial targets. The ideal candidate should have previous experience in similar roles and a good understanding of trust and company administration.

The ideal candidate should be currently studying towards a relevant professional qualification, have experience building strong rapport with colleagues and clients, understand business processes and checklists, have excellent communication skills, be independent, have strong organizational and time management skills, have a strong academic background, and have knowledge of Microsoft Office.

For more on this role, get in touch today.