Senior Administrator, Private Clients

Principal accountabilities: Responsibility for the administration of a portfolio of trust and company structures including those of a complex nature. To review annual accounts on client portfolio and work with bookkeepers and accountants to ensure correct information recorded. To maintain the highest standards of administration including the periodic production of reports/analyses to third parties. To review periodic reports produced by professional advisers before approval by directors or trustees for submission to third parties. To drafting/preparing documents i.e. minutes/resolutions/small agreements etc., as and when appropriate. To liaise with investment advisers, asset managers and other professional advisers. To attend client meetings and be expected to develop a close working relationship with such clients. To identify opportunities where a beneficiary could benefit from other services that could be provided through the company network. To maintain client confidentiality. To assist with the supervision and development of junior staff as required. In conjunction with the client director, to cover Team Managers and/or other administrators portfolios of clients in absence of holiday/sickness if required. Such other duties as the management may at times reasonably require. The type of person we are looking for: Proven experience, ideally in trust and company administration, financial services or legal services environment. Be studying/Qualified in CGI Diploma (ICSA) or equivalent professional qualifications Be pro active and forward thinking Be able to use your initiative when handling tasks and be committed and driven to achieving excellence for yourself and our clients Excellent communication skills. Assist with the supervision and development of junior staff.