Fiduciary Administrator - Philanthropy in Ramsey

Ramsey, United Kingdom | Posted on 11/12/2025

Charterhouse Lombard are looking for someone who can effectively support the philanthropic team assisting in managing a portfolio of clients. To ensure theclient receives a high level of customer service and client structures & their records are maintained inaccordance with relevant legislation. To contribute to the overall effectiveness & morale of thedepartment. Role will include travel. The role is fixed term to cover maternity leave.

Main duties and responsibilities:

• Manage administrative tasks for the philanthropic team and their associated clients.
• Coordinate and schedule meetings for the Philanthropic Team, including arranging travel andpreparing detailed itineraries.
• Attend external and internal meetings, accurately record minutes, and ensure timely completion offollow-up actions.
• Facilitate onboarding of new clients and charities by collecting required documentation andresponding to queries.
• Prepare payments using a variety of banking systems and compile supporting documentation forcompliance and record-keeping.
• Monitor donation agreements and issue reminders to ensure adherence to timelines.
• Provide support to other business areas as needed

Requirements

• Minimum of 1 year of administration experience.
• Ability to pick up new skills quickly and undertake them with minimal supervision.
• Strong organisational skills
• Bright, confident and energetic
• Discreet and diplomatic
• Excellent working knowledge of Microsoft applications
• Experience in maintaining records and taking minutes.
• Ability to arrange business travel and create itineraries.
• Able to travel within the UK and Ireland

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