Client Services Senior Officer

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

Job summary

A collaborative fiduciary firm is seeking a Senior Administrator to manage a diverse portfolio in Daliburgh, Scotland. The ideal candidate should have at least 5 years' experience in trust and company administration, strong client service skills, and the ability to handle their own caseload. Responsibilities include managing client portfolios and ensuring compliance with requirements. This role offers exposure to high-value trust structures and a dynamic work environment.

Qualifications

• Minimum of 5 years' experience in trust and company administration.
• Strong client service skills essential.
• Ability to manage own caseload independently.

Responsibilities

• Manage a portfolio of trust and company clients.
• Coordinate client meetings and prepare statutory documents.
• Bookkeeping and invoicing for client entities.
• Support development of internal policies and procedures.
• Ensure compliance with statutory regulations.

Skills

Client relationship management

Attention to detail

Portfolio management

Education

Relevant professional qualification

Job description

Join a collaborative and client-focused fiduciary firm in a senior administration role that combines technical expertise, client relationship management and operational input. This role offers exposure to high-value trust and corporate structures and would suit someone looking to take ownership of a diverse portfolio in a dynamic environment.

Location

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

• Managing a portfolio of trust and company clients, including responding to client and adviser queries.
• Coordinating client meetings, preparing statutory documents, and maintaining company records.
• Bookkeeping and managing invoicing for client entities.
• Supporting the development of internal policies, procedures and precedent documentation.
• Ensuring compliance with statutory and regulatory requirements.
• Attending internal meetings and contributing to best practice initiatives.
• Supporting new business activity and taking a proactive approach to service delivery.

Skills / Qualifications

The ideal candidate will hold a relevant professional qualification and have a minimum of 5 years\' experience in trust and company administration. Strong client service skills, attention to detail and the ability to manage their own caseload independently are essential. A "B" signatory status and prior experience with high-net-worth structures would be beneficial.

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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