Private Client Administrator

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 30,000 - 40,000; Full time

Job summary

A recruitment firm in the fiduciary sector is seeking an experienced trust administrator to manage a diverse portfolio of private client entities. The ideal candidate should have at least 2 years of experience in trust administration and be working towards a STEP or ICSA qualification. Responsibilities include liaising with clients and maintaining accurate records. This role offers a supportive environment for professional development.

Qualifications

• At least 2 years' experience in trust administration.
• Detail-focused and proactive.
• Ability to work independently and as part of a team.

Responsibilities

• Day-to-day administration of private client entities.
• Liaising with clients, advisors, and intermediaries.
• Drafting minutes and maintaining statutory records.

Skills

2+ years experience in trust administration

Detail-focused

Proactive

Strong communication skills

Organisational skills

Education

Studying towards a STEP or ICSA qualification

Job description

Overview

This is a client-facing role within a close-knit fiduciary team, offering hands-on administration across a varied portfolio of trust and company structures. The position is suited to someone with 2+ years' experience in the offshore trust sector, looking to continue professional development in a supportive, agile environment.

Location

Location: not specified in the original description.

Responsibilities

• Day-to-day administration of a portfolio of private client entities.
• Liaising with clients, advisors, and intermediaries.
• Drafting minutes, maintaining statutory records and preparing payments.
• Processing trust distributions, asset acquisitions/disposals, and expenses.
• Bookkeeping, reconciliations, and supporting the annual accounts process.
• Collecting and verifying CDD and ensuring ongoing compliance.
• Preparing ad hoc client reporting, reviews, and responding to internal audits.
• Maintaining accurate records across systems and files.

Skills / Qualifications

The ideal candidate will have at least 2 years' experience in trust administration and be studying towards a STEP or ICSA qualification. They will be detail-focused, proactive, and able to work both independently and as part of a team. Strong communication and organisational skills are essential.

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.