Our client is a leading in providing expert administrative services to clients operating and investing in the international business environment. The Company 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 candidate would be part of 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 assist in managing a portfolio of private wealth clients covering a variety of trust structures. This role requires good attention to detail and the ability to deal with tasks independently ensuring a discreet and professional service to our clients.

Technical Attributes

• Collaborate with your team to assist in managing a portfolio private wealth clients, covering a variety of trust structures
• Pro-actively take on additional responsibilities and administration tasks as required by your manager or clients
• Be a technical expert on client structures, including any regulatory requirements that are applicable

Client Care

• Ensure client records are clearly and accurately updated with all correspondence
• Take care of, and establish good relationships with all suppliers, team mates and clients
• Communicate openly and honestly with clients on a regular basis, within the Company's SLA agreement

People & Team

• Be responsible and approachable when given tasks by a senior team member
• Provide new, innovative ideas on how to improve the efficiencies of daily tasks
• Drive personal development using all the resources available at the Company to achieve success


• Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced
• Produce and submit all statutory returns
• Assist in the opening of bank accounts and the processing of payments
• Maintain bank statements, doc perm and safe custody duplication and protector consent records

Skills & Expertise

• Experience in a similar role
• Studying towards/hold a professional qualification, ideally ICSA/STEP
• Be able to deal with tasks independently & use own initiative
• Strong academic background
• Be proactive and forward thinking
• Broad understanding of the wide range of Fiduciary products offered by the Company

For more information please contact the perm team on 500000

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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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