Private Client Administrator

A growing and collaborative firm is looking to recruit a Private Client Administrator to support the management of a portfolio of trust and company structures. This role offers a mix of administrative, client-facing and financial responsibilities. Key responsibilities: ⭐ Administer a portfolio of trusts and companies on a day-to-day basis ⭐ Liaise with clients, advisers and third parties ⭐ Maintain accurate client records and statutory documentation ⭐ Process transactions including payments, distributions and asset movements ⭐ Perform basic bookkeeping and reconciliations ⭐ Assist with client reporting, accounts preparation and periodic reviews ⭐ Ensure client due diligence is up to date and compliant What you’ll need: ⭐ 2+ years’ experience in trust or fiduciary services ⭐ Strong organisational skills and attention to detail ⭐ Good communication and interpersonal abilities ⭐ Ability to manage tasks independently and prioritise workload ⭐ Working towards a relevant professional qualification (e.g. STEP/CGI) preferred ⭐ Willingness to learn and develop Why apply? ⭐ Opportunity to manage your own portfolio within a supportive team ⭐ Varied role with exposure to a range of client structures ⭐ Professional environment with training and development opportunities ⭐ Strong benefits package