An established independent fiduciary and family office services provider is seeking a Senior Administrator to join its client services team. This role involves managing a portfolio of high-net-worth and family office structures, delivering exceptional client service, overseeing day-to-day administration, and supporting the development of junior team members.
What You’ll Do
- Manage a portfolio of private wealth and family office structures.
- Act as a key contact for clients and intermediaries.
- Coordinate board meetings, minutes, resolutions and statutory records.
- Process onboarding, payments, distributions and investment-related activities.
- Complete periodic client reviews and maintain accurate client records.
- Monitor billing, WIP and aged debt for your portfolio.
- Mentor and support junior team members.
- Ensure compliance with AML, CDD and regulatory requirements.
What You’ll Need
- 4+ years’ experience in trust, private wealth or family office administration.
- Experience managing your own client portfolio.
- Knowledge of fiduciary services, AML and regulatory requirements.
- Ability to understand and work with financial statements.
- Strong organisational, communication and relationship management skills.
- Ability to prioritise workloads and meet deadlines.
- Studying towards, or willing to pursue, a relevant professional qualification.
Why Join?
- Competitive salary and benefits package.
- Support for professional qualifications and ongoing development.
- Collaborative and supportive working environment.
- Exposure to a diverse international client base.
- Excellent long-term career progression opportunities.
Senior Administrator – Client Handling employer: Alexander Daniels
As a Payroll Supervisor at our company, you will thrive in a supportive work culture that prioritises employee well-being and professional growth. We offer competitive salaries, comprehensive benefits, and opportunities for advancement, all within a dynamic environment that values teamwork and innovation.
