Senior Administrator Private Wealth


Administer a complex client portfolio, including property and investment holding companies, EBT structures, Limited Partnerships and family trusts within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care;
Attend client/internal meetings and assist the manager with the preparation, drafting relevant meeting notes and dealing with action points in a timely manner;
Written and verbal communication is good with high level accuracy requiring little revision from the line manager;
Complete the review process for client entities and be aware of risk exposure, including the fulfilment of responsibilities under the review procedures;
Manage billing, cash collection / debtors process and minimise write-offs where possible in accordance with the divisional Key Performance Indicators (KPI’s);
Awareness and adherence to contractual and statutory obligations under the Group’s policies, procedures and guidelines, including the Group’s core values and expected behaviours;
Mentoring junior members of staff

Please contact ASL on 500000 or send your CV to

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