Senior Administrator or Assistant Manager Private Clients (806) Permanent

Key Responsibilities:

• Manage the formation and administration of a varied portfolio of Private Wealth entities, including trusts, foundations, and related structures, in line with client and regulatory requirements
• Liaise effectively with clients and third parties (such as lawyers, auditors, bankers and investment managers) to ensure successful administration of client affairs
• Oversee transaction management, including organising and attending client meetings, drafting a range of minutes and trustee/board resolutions, attending to statutory filings within deadlines, maintaining statutory records, and coordinating timely execution of documents
• Process and approve bank payments, reconcile payment logs, and ensure accurate record-keeping
• Manage invoicing processes, including the production and circulation of invoices, fee collection and managing debtor positions
• Monitor WIP and billing, ensure fee agreements are adhered to, and undertake fee reviews where necessary
• Absolute commitment to data integrity in all activities, with particular focus on utilising systems (including Viewpoint) to drive efficiency and improve client service
• Supervise and mentor Trainee Administrators and Administrators, providing feedback, supporting their training and identifying any additional development needs in conjunction with your direct manager

Skills, Knowledge and Expertise:

• 4–6 years’ relevant experience in the finance industry is preferred, within Private Wealth or trust and fiduciary administration
• Strong academic background; Bachelor’s degree or equivalent preferred
• Working towards or holding a relevant professional qualification such as STEP or ICSA
• Excellent written and verbal communication skills
• Strong working knowledge of Viewpoint would be an advantage
• Proficient in the use of Microsoft Office (Outlook, Word, Excel, PowerPoint)
• Good knowledge of applicable statutory laws and relevant regulatory requirements, including anti-money laundering regulations
• Demonstrates responsiveness, client focus, strong organisational skills, and meticulous attention to detail