Private Wealth Administrator – Trust & Corporate Services

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 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