Private Client Services


Private Client Services

Job type:



Job Description

Job title: Administrator
Department: Private Client Services
Reporting to: Manager
Job Level: 2
Role purpose: Being a member of a dedicated and progressive team, providing comprehensive administration services to our international client base and their structures, whilst maintaining a defined client portfolio.
Core responsibilities:
  • Administer a defined client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships;
  • Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors;
  • Assist the Senior Administrator / Assistant Manager / Manager in providing training to Assistant Administrators, where necessary;
  • Assist with the billing process and debt collection for your client portfolio;
  • Completion of the accounts “PAC” in a timely manner to enable the Accounts team to prepare the annual Accounts / Financial Statements for your client portfolio;
  • Acquire, monitor and dispose of assets held within your client portfolio in accordance with the office procedures;
  • Prepare written correspondence, Board / Trustee minutes and checklists, as necessary.
  • Maintain your client’s files in an orderly manner, ensuring documents are filed correctly and in a timely manner;
  • Maintain a low level of periodic review points and 5Series tasks, ensuring none go over their set due date (without prior consultation with your manager);
  • Assist with any ad-hoc compliance or other projects set by your Manager and completion by the required deadline;
  • Provide general assistance to the Assistant Manager / Manager when required.
Technical / Professional / Qualification Requirements:
  • Good GSCE’s / A-Levels especially in English and Mathematics;
  • 2-3 years’ experience in the Trust and Corporate field
  • Hold or studying towards a relevant professional qualification (preferably ICSA or STEP).
Person Specification / Competencies Client: Client focus, driven to deliver a quality service;
Company: Has a commercial outlook, follows procedures and is aware of risk. Spots opportunities to develop. Demonstrates enthusiasm and aptitude for learning.
People: Works collaboratively and is a team player with strong communication skills.  Shares knowledge and experience.