Our client is a global leader in providing expert administrative services to clients operating and investing in the international business environment. The client has leading market positions in selected key financial markets within jurisdictions in Europe, the Americas, Asia and the Middle-East. The organisation delivers high-quality, tailored corporate, fund, capital market and private wealth services to its clients, with a view to building long-term relationships. The company works with global law firms and accountancy firms, multinational corporations, financial institutions, fund managers, high net worth individuals and family offices.

The Position

The organisation is a specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team to manage a portfolio of private wealth clients covering a variety of trust structures. This role requires good attention to detail and someone who is a technical expert with Trusts Structures.

Technical Attributes

Collaborate with your team to manage your client's portfolio, offering advice from our internal processes
Become an expert in technical matters relating to trusts
Liaise with associates in the co-ordination of the company secretarial function for all client companies within the team, to include board and general meetings, statutory requirements including filings, maintenance of registers and attendances at senior level board meetings

Client Care

Ensure delivery of client services meets agreed service standards and is compliant with risk management policies, procedures and practices
Communicate openly and honestly with clients and your team on a regular basis
Pro-actively manage and develop client relationships, playing a key role in business development
Maintain client documents with integrity and with the highest level of confidentiality

People & Team

Be accessible and approachable to all team members, offering guidance and development when required
Work with the team to develop their skills using performance management tools, including appraisals, 1-to-1s and coaching
Take care of and establish good relationships with all suppliers, team mates and clients
Drive the team and your personal development using all the resources available at the organisation to achieve success
Carefully assist the Associate Director in ensuring compliance of the team with all internal policies and procedures, with particular reference to local legislation and internal policies and procedures


Assist Associate Director to achieve team targets and budgets set by the organisation
Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced
Pro-actively assist in the management of the financial affairs of the team, including budgeting, monitoring against performance and review of staff time charging,
Review aged debt and other financial information as required by the Global Finance Team

Skills & Expertise

Strong academic record with a JFSC professional qualification (ICSA/ STEP/ ACCA)
Experience in a similar role
Broad understanding the wide range of fiduciary products offered by the organisation
Strong people management skills and the ability to inspire and develop junior staff members
Ability to formulate, consider and select the most appropriate solutions

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Permanent Team

For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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