Administrator,Private Clients Job Swansea area,Wales UK,Finance & Banking

Our client is seeking an experienced Administrator to join their Private Clients division on a full-time, permanent basis. The successful candidate will be responsible for delivering professional trust and company administration services to a diverse portfolio of clients. This role requires a high standard of accuracy, technical knowledge, and the ability to manage multiple responsibilities, ensuring all client structures remain compliant with statutory and regulatory obligations.

Job Duties:

Administer a portfolio of trusts, companies, and other entities in accordance with relevant governing documents

Ensure compliance with tax obligations, including timely completion of tax returns and payments

Respond promptly to incoming correspondence, escalating matters where necessary

Prepare attendance notes and circulate relevant updates internally

Draft minutes and meeting documentation as required

Act as the first point of contact for allocated client relationships

Oversee maintenance of accounting records and liaise with the Client Accounting Solutions team

Manage the billing process, reviewing and discussing invoices with senior staff prior to issue

Maintain accurate and up-to-date database records and statutory registers

Monitor aged debt and liaise with Accounts and Directors to ensure effective control

Conduct periodic client reviews in accordance with internal timetables

Provide handover briefings during periods of absence to ensure continuity of service

Undertake administration of colleague matters in their absence to meet client needs

Maintain awareness of local regulatory requirements

Carry out other duties as directed by the Manager, Management team, or Directors

Escalate any issues or risks to the appropriate senior member of staff

Job Requirements:

Educated to A level or degree standard

Minimum of two years' experience in trust and company administration

Ideally holds a relevant professional qualification (e.g. ICSA or STEP Certificate level)

Strong technical knowledge of local trust and company laws and regulations

Proficient in Microsoft Office and related IT systems

Strong organisational and time management skills

Excellent interpersonal and communication skills

Flexible, proactive, and enthusiastic approach

Solution-oriented with a high level of accuracy

Committed to working collaboratively in a team environment

What You'll Love:
You will join a collaborative and client-focused organisation that values initiative, ethical conduct, and global ambition. This is a great opportunity to grow within a dynamic environment offering hybrid and flexible working options, competitive benefits, and a strong focus on professional development. We look forward to receiving your application.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here.

#J-18808-Ljbffr


Increase/decrease your Search Radius (miles)



Job Posting Language

Administrator, Private Clients