At a Glance
- Tasks: Manage complex fiduciary structures and support team leadership during a 9-10 month period.
- Company: Join a dynamic private client team focused on high-quality service.
- Benefits: Gain valuable experience in fiduciary administration with potential for career growth.
- Other info: Opportunity to mentor junior team members and oversee exciting projects.
- Why this job: Make a real impact while developing your skills in a collaborative environment.
- Qualifications: Experience in private client or fiduciary administration is essential.
The predicted salary is between 49500 - 60500 £ per year.
Job Ref: LF40787
Our client is appointing a Senior Administrator / Assistant Manager to support a private client team during a fixed-term period of 9-10 months.
This role provides the opportunity to manage complex fiduciary structures while supporting team leadership and delivery!
Duties for this role include, but are not limited to
- Administer a portfolio of complex fiduciary structures in line with regulatory and client requirements.
- Ensure all administration is completed in accordance with up-to-date tax and legal advice.
- Provide a high-quality, timely service to clients and intermediaries, maintaining clear communication throughout.
- Liaise with beneficiaries, advisers, auditors, bankers, lawyers, and other third parties.
- Manage invoicing, fee billing, and debt management in a proactive manner.
- Maintain accurate and complete entity records, including minutes and meeting documentation.
- Support the team lead and deputise where required.
- Supervise and assist with the development of junior team members.
- Delegate routine tasks appropriately while retaining overall responsibility for delivery.
- Oversee team projects and ensure deadlines are met.
- Identify fiduciary risk factors and escalate trigger events as necessary.
- Manage FATCA, CRS, payment procedures, FID reviews, and audit-related action points.
Skills / Qualifications
The ideal candidate will have strong experience in private client or fiduciary administration and be comfortable working at senior administrator or assistant manager level.
You will be well organised, technically confident, and able to support junior colleagues while managing your own portfolio.
A collaborative approach and commitment to high service standards are essential.
For a full job description or further information on this role please call 711188 , or email jobs@leapfrogjobs. com.
If you wish to apply for this role, please submit your CV via the Apply Now button below.
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FTC Senior Administrator/Assistant Manager employer: Leapfrog Recruitment Consultants
As a Business Support Administrator in our dynamic team, you will thrive in a supportive work culture that values organisation and collaboration. We offer comprehensive training and development opportunities to help you grow your skills while enjoying a vibrant workplace that fosters strong relationships with colleagues and suppliers alike. Located in a thriving area, our company provides a unique chance to engage in meaningful procurement activities that directly impact our operations and success.
Contact Details:
Leapfrog Recruitment Consultants Recruitment Team
