At a Glance
- Tasks: Manage trust and company structures while delivering top-notch client service.
- Company: Join a leading firm in private client services with a supportive team.
- Benefits: Professional development opportunities and a varied workload.
- Other info: Proactive candidates keen on long-term growth will thrive here.
- Why this job: Make a real difference in clients' lives while building your career.
- Qualifications: Experience in fiduciary services and strong organisational skills required.
The predicted salary is between 31500 - 38500 £ per year.
- Administrator/Senior Administrator - Private Clients
- Job Ref: LF41224
This role sits at the heart of a Private Clients team, supporting the day-to-day management of fiduciary structures and helping deliver a first-class client experience.
The successful candidate will enjoy a varied workload and excellent opportunities for professional development.
Location
Duties for this role include, but are not limited to
- Administering a portfolio of trust and company structures on behalf of private clients.
- Processing client instructions and maintaining accurate client records.
- Drafting minutes, resolutions and meeting notes.
- Liaising with lawyers, accountants, tax advisers, banks and other professional advisers.
- Supporting cash management and payment processing activities.
- Assisting with bookkeeping and annual accounts preparation in conjunction with accounting teams.
- Monitoring debtor balances and supporting fee collection processes.
- Assisting with compliance reviews, file reviews and risk management activities.
- Coordinating annual tax filings and regulatory reporting requirements.
- Supporting AEOI reporting obligations, including CRS and FATCA where applicable.
- Ensuring statutory and regulatory deadlines are met.
- Assisting with process improvements and identifying opportunities to enhance client service.
- Supporting team delivery and deputising for senior colleagues when required.
Skills / Qualifications
The ideal candidate will have relevant experience within trust and company administration, fiduciary services or a related financial services environment.
Strong organisational skills, attention to detail and the ability to manage competing priorities are essential, together with excellent communication and client relationship management abilities.
Candidates should possess a good understanding of fiduciary administration, AML/CFT requirements and governance obligations within a regulated environment.
A STEP, CGI/ICSA or similar professional qualification would be advantageous, although candidates studying towards a qualification, or willing to undertake professional studies, will also be considered.
The successful candidate will be proactive, client-focused and keen to build a long-term career within private client services.
For a full job description or further information on this role please call 711188 , or email jobs@leapfrogjobs. com .
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Administrator/Senior Administrator - Private Clients employer: Leapfrog Recruitment Consultants
Leapfrog Recruitment Consultants is an exceptional employer, offering a dynamic work culture in the picturesque setting of Daliburgh, Scotland. With a strong emphasis on professional development and mentorship, employees are encouraged to grow their skills while contributing to meaningful client relationships and governance practices. The company values collaboration and innovation, making it an ideal place for those seeking a rewarding career in corporate services.
Contact Details:
Leapfrog Recruitment Consultants Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Administrator/Senior Administrator - Private Clients
✨Tap into Campus Networks
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Don’t shy away from reaching out directly to firms like Leapfrog Recruitment Consultants. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Administrator/Senior Administrator - Private Clients
Some tips for your application 🫡
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How to prepare for a job interview at Leapfrog Recruitment Consultants
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Leapfrog Recruitment Consultants.
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✨Network with Industry Professionals
Before your interview, reach out to current or former Leapfrog Recruitment Consultants employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
