Administrator, Private Clients

jobs.jerseyeveningpost.com-job boards; United Kingdom; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking an experienced Administrator to join their Private Clients division. This full-time role involves delivering professional trust and company administration services, ensuring compliance with statutory obligations, and managing a diverse portfolio of clients. The ideal candidate will possess strong organisational skills, technical knowledge, and a proactive approach to client management. This dynamic organization values initiative and offers hybrid working options, competitive benefits, and opportunities for professional development. If you're ready to make a significant impact in a collaborative environment, this role is for you.

Benefits

Flexible Working Options

Professional Development Opportunities

Competitive Benefits

Qualifications

• Minimum of two years' experience in trust and company administration.
• Strong technical knowledge of local trust and company laws.

Responsibilities

• Administer a portfolio of trusts and companies ensuring compliance.
• Manage client relationships and respond to correspondence promptly.

Skills

Organisational Skills

Time Management

Interpersonal Skills

Communication Skills

Attention to Detail

Problem-Solving

Education

A Level or Degree

Tools

Microsoft Office

IT Systems

Job description

Our client is seeking an experienced Administrator to join their Private Clients division on a full-time, permanent basis. The successful candidate will be responsible for delivering professional trust and company administration services to a diverse portfolio of clients. This role requires a high standard of accuracy, technical knowledge, and the ability to manage multiple responsibilities, ensuring all client structures remain compliant with statutory and regulatory obligations.

Job Duties:

1. Administer a portfolio of trusts, companies, and other entities in accordance with relevant governing documents
2. Ensure compliance with tax obligations, including timely completion of tax returns and payments
3. Respond promptly to incoming correspondence, escalating matters where necessary
4. Prepare attendance notes and circulate relevant updates internally
5. Draft minutes and meeting documentation as required
6. Act as the first point of contact for allocated client relationships
7. Oversee maintenance of accounting records and liaise with the Client Accounting Solutions team
8. Manage the billing process, reviewing and discussing invoices with senior staff prior to issue
9. Maintain accurate and up-to-date database records and statutory registers
10. Monitor aged debt and liaise with Accounts and Directors to ensure effective control
11. Conduct periodic client reviews in accordance with internal timetables
12. Provide handover briefings during periods of absence to ensure continuity of service
13. Undertake administration of colleague matters in their absence to meet client needs
14. Maintain awareness of local regulatory requirements
15. Carry out other duties as directed by the Manager, Management team, or Directors
16. Escalate any issues or risks to the appropriate senior member of staff

Job Requirements:

1. Educated to A level or degree standard
2. Minimum of two years' experience in trust and company administration
3. Ideally holds a relevant professional qualification (e.g. ICSA or STEP Certificate level)
4. Strong technical knowledge of local trust and company laws and regulations
5. Proficient in Microsoft Office and related IT systems
6. Strong organisational and time management skills
7. Excellent interpersonal and communication skills
8. Flexible, proactive, and enthusiastic approach
9. Solution-oriented with a high level of accuracy
10. Committed to working collaboratively in a team environment

What You'll Love:
You will join a collaborative and client-focused organisation that values initiative, ethical conduct, and global ambition. This is a great opportunity to grow within a dynamic environment offering hybrid and flexible working options, competitive benefits, and a strong focus on professional development. We look forward to receiving your application.

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