Administrator, Private Client

Administrator, Private Client

Full-Time 47250 - 57750 £ / year (est.) Hybrid
C

At a Glance

  • Tasks: Manage a portfolio of private clients and assist with various trust structures.
  • Company: Join CSC, a global leader in business administration and compliance solutions.
  • Benefits: Enjoy competitive pay, bonuses, and opportunities for professional growth.
  • Other info: Flexible work options and a commitment to diversity and inclusion.
  • Why this job: Be part of a dynamic team making a real impact in client services.
  • Qualifications: Experience in administration and a proactive attitude are essential.

The predicted salary is between 47250 - 57750 £ per year.

CSC Private Client is a specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team to assist in managing a portfolio of private clients covering a variety of trust structures. This role requires good attention to detail and the ability to deal with tasks independently ensuring a discreet and professional service to our clients.

Some of the things you will be doing:

  • Collaborate with your team to assist in managing a portfolio of private clients, covering a variety of trust structures
  • Pro-actively take on additional responsibilities and administration tasks as required by your manager or clients
  • Be a technical expert on client structures, including any regulatory requirements that are applicable
  • Be responsible and approachable when given tasks by a senior team member
  • Provide new, innovative ideas on how to improve the efficiencies of daily tasks
  • Drive personal development using all the resources available at CSC to achieve success
  • Take care of, and establish good relationships with all suppliers, colleagues and clients
  • Communicate openly and honestly with clients on a regular basis, within the CSC’s SLA agreement
  • Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced
  • Produce and submit all statutory returns
  • Assist in the opening of bank accounts and the processing of payments
  • Maintain bank statements, doc perm and safe custody duplication and protector consent records

What skills, qualifications, and experience do you need?

  • Experience in a similar role
  • Studying towards/hold a professional qualification, ideally ICSA/STEP
  • Be able to deal with tasks independently & use own initiative
  • Strong academic background
  • Be proactive and forward thinking
  • Broad understanding of the wide range of Fiduciary products offered by CSC

CSC is committed to creating a feeling of belonging through a diverse and growth-oriented environment where everyone is valued. We offer a range of support to colleagues with disabilities, ensuring people have the necessary resources to thrive in their roles. We encourage candidates to work closely with our talent acquisition partners to convey their specific needs.

CSC is a great place to work with smart and dedicated people. We have won several employer recognition awards, including Top Workplace USA, Great Places to Work India, and Built In’s Best Places to Work. We offer fulfilling work and career opportunities. Most positions are filled with internal moves and employee referrals. Employees are eligible for Success Sharing, bonuses, or commission plans based on role and individual performance. CSC offers a competitive and comprehensive benefits package that includes annual leave, tuition reimbursement, referral bonuses, and more.

Administrator, Private Client employer: Corporation Service Company

CSC is an exceptional employer that fosters a diverse and growth-oriented environment, empowering colleagues to thrive in their roles. With a commitment to innovation and client success, employees benefit from global career opportunities, competitive compensation, and a comprehensive benefits package, including annual success-sharing bonuses. The collaborative work culture encourages continuous improvement and professional development, making CSC a rewarding place to build a meaningful career.

C

Contact Details:

Corporation Service Company Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Administrator, Private Client

✨Tip Number 1: Tap Into Professional Networks

The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!

✨Tip Number 2: Attend Finance Events and Conferences

Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Corporation Service Company. You never know who might be your next boss or a crucial contact!

✨Tip Number 3: Showcase Your Expertise

Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Corporation Service Company.

✨Tip Number 4: Apply Directly on Company Websites

Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Corporation Service Company. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!

We think you need these skills to ace Administrator, Private Client

Attention to Detail
Client Relationship Management
Technical Expertise in Trust Structures
Regulatory Knowledge
Proactive Problem Solving
Initiative
Communication Skills

Some tips for your application 🫡

Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.

Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Corporation Service Company and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!

Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.

Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Corporation Service Company how you can be a team player!

How to prepare for a job interview at Corporation Service Company

✨Brush Up on Technical Skills

Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!

✨Showcase Your Financial Acumen

If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Corporation Service Company.

✨Know Your Numbers

In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.

✨Connect with Company Goals

Familiarise yourself with Corporation Service Company's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!