Administrator, Private Wealth x 2

Itchyfeet Recruitment Agency; United Kingdom; On-site; GBP 22,000 - 28,000; Full time

Job summary

Our client in the Private Wealth sector is seeking an Administrator to join their team in a full-time role. You will support the administration of trust and company structures for a diverse client portfolio, collaborating with experienced colleagues to ensure smooth operation of client entities and compliance.

You will gain exposure to trust administration, corporate governance, and regulatory compliance while building expertise and developing your professional skillset in private client

Qualifications

• Educated to A-Level or degree standard.
• Willingness to work towards CGI or STEP qualification.
• Strong IT skills and confidence with business systems.
• Excellent interpersonal and communication abilities.
• Well-organised, detail oriented and capable of managing priorities.

Responsibilities

• Support administration of client entities, ensuring documents and records are accurate.
• Prepare and maintain client documentation, minutes, attendance notes, and corporate records.
• Coordinate routine administrative tasks to deliver high service across trust and company structures.
• Maintain accurate client records and update internal databases.
• Assist with billing administration and client invoicing processes.
• Develop understanding of regulatory and compliance requirements in daily work.
• Monitor matters, identify issues, and escalate risks per policies.
• Collaborate with colleagues and support ad hoc departmental projects.

Skills

IT skills

MS Office

Interpersonal skills

Organised and detail-oriented

Proactive and solutions-focused

Education

A-Level or degree

CGI or STEP (progress towards)

Job description

Our client is seeking an Administrator to join their Private Wealth team. This full-time role involves supporting the administration of trust and company structures for a diverse portfolio of clients. You will collaborate with experienced colleagues, contributing to the smooth operation of client entities while gaining valuable exposure to trust administration, corporate governance, and regulatory compliance. This position offers an excellent opportunity to enhance your technical knowledge, organisational skills, and comprehensive understanding of the trust and corporate services industry.

Job Duties

Support the administration of client entities, ensuring activities adhere to governing documents, statutory requirements, and internal procedures.

Assist with the preparation and maintenance of client documentation, including correspondence, meeting minutes, attendance notes, and other corporate records.

Coordinate routine administrative activities, supporting colleagues in delivering a high standard of service across a portfolio of trust and company structures.

Maintain accurate records and update internal databases to ensure client information is complete and current.

Assist with billing administration and related processes, ensuring accurate and timely client invoicing.

Build an understanding of local regulatory and compliance requirements and apply this knowledge in everyday activities.

Monitor client matters, identify potential issues, and escalat risks appropriately in line with policies and procedures.

Contribute to a collaborative team environment by supporting colleagues, sharing information, and assisting with ad hoc projects and departmental initiatives.

Job Requirements

Educated to A-Level or degree standard, with a willingness to work towards a relevant professional qualification such as CGI or STEP.

Strong IT skills and confidence in using business systems and Microsoft Office applications.

Good interpersonal and communication skills, with the ability to build positive working relationships with colleagues and clients.

Well-organised and detail-oriented, with the ability to manage priorities, work accurately, and maintain high-quality standards.

A proactive and solutions-focused approach, supported by enthusiasm, adaptability, and a willingness to learn.

Collaborative team player with a strong interest in developing a career within trust, corporate, or private client services.

What You'll Love

You will enjoy a supportive working environment that values collaboration, innovation, and client-centric service. Our client fosters an ambitious culture where team members are encouraged to seize opportunities for professional development and growth. You will gain insights into industry practices while working with a dedicated team committed to excellence in client service.