Assistant Manager - Private Clients

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading recruitment consultancy is seeking a Senior Administrator or Assistant Manager in Scotland. This role involves managing trust and company administration, liaising with clients and intermediaries, and ensuring compliance with regulatory requirements. The ideal candidate will have experience in a regulated environment, possess strong organisational skills, and be pursuing relevant qualifications. Excellent client relationship skills and strong IT proficiency are essential for success.

Qualifications

• Experience in trust and company administration within a regulated environment.
• Strong technical knowledge relevant to the role.
• Proactive and confident in liaising with clients and intermediaries.

Responsibilities

• Administer a portfolio of trusts and companies.
• Prepare minutes, resolutions, and client documentation.
• Liaise with lawyers, accountants, banks, and advisors.
• Support annual tax filings and compliance reporting.
• Assist in team management and task delegation.

Skills

Trust and company administration experience

Client relationship skills

Strong organisational ability

Attention to detail

Strong IT proficiency

Education

Relevant qualification such as STEP or CGI

Job description

Join a collaborative Private Clients team within a leading global business as a Senior Administrator or Assistant Manager. This position combines hands-on trust and company administration with the opportunity to contribute to the ongoing success of a well-respected organisation.

Location

Duties for this role include, but are not limited to:

• Administering a portfolio of trusts and companies in accordance with service agreements and regulatory requirements.
• Preparing minutes, resolutions, meeting notes, and client documentation.
• Maintaining accurate statutory records and internal systems.
• Managing billing, debtor collection, and fee reviews in a timely manner.
• Liaising with lawyers, accountants, banks, and advisors on client matters.
• Coordinating with the Accounts team to ensure ledgers and financial statements are accurate and up to date.
• Reviewing compliance review points and ensuring completion within set deadlines.
• Supporting annual tax filings, AEOI reporting, and other statutory submissions.
• Assisting with team management, including task delegation and review of work completed by others.
• Staying informed of legislative changes and industry developments relevant to private client structures.
• Deputising for management as required to maintain workflow and client service standards.

Skills / Qualifications

The ideal candidate will have previous experience in trust and company administration within a regulated environment, with strong technical knowledge and excellent client relationship skills. They will hold or be studying towards a relevant qualification such as STEP or CGI and demonstrate strong organisational ability and attention to detail. The successful applicant will be proactive, professional, and confident liaising with clients and intermediaries. Strong IT proficiency, a collaborative approach, and a commitment to delivering high-quality client service are key.

For a full job description or further information on this role please call 711188, or email [e-mail].

If you wish to apply for this role, please submit your CV via the Apply Now button below.

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