Private Client Administrator

Overview

This is a client-facing role within a close-knit fiduciary team, offering hands-on administration across a varied portfolio of trust and company structures. The position is suited to someone with 2+ years' experience in the offshore trust sector, looking to continue professional development in a supportive, agile environment.

Location:

not specified in the original description.

• Day-to-day administration of a portfolio of private client entities.
• Liaising with clients, advisors, and intermediaries.
• Drafting minutes, maintaining statutory records and preparing payments.
• Processing trust distributions, asset acquisitions/disposals, and expenses.
• Bookkeeping, reconciliations, and supporting the annual accounts process.
• Collecting and verifying CDD and ensuring ongoing compliance.
• Preparing ad hoc client reporting, reviews, and responding to internal audits.
• Maintaining accurate records across systems and files.

The ideal candidate will have at least 2 years' experience in trust administration and be studying towards a STEP or ICSA qualification. They will be detail-focused, proactive, and able to work both independently and as part of a team. Strong communication and organisational skills are essential.

For a full job description or further information on this role please call 711188, or email  If you wish to apply for this role, please submit your CV via the Apply Now button below.