Senior Administrator Client Handling

Thomas & Dessain; United Kingdom; On-site; GBP 65,000 - 100,000; Full time

Job summary

Thomas & Dessain is seeking an experienced fiduciary professional to take ownership of a high-value client portfolio within a specialist family office team. You will manage a varied portfolio of high-net-worth clients and deliver a proactive, personalised service.

In this role you’ll oversee day-to-day client administration, maintain statutory and regulatory records, coordinate payments and distributions, prepare board packs and minutes, manage billing and support compliance, and mentor junior

Qualifications

• At least four years’ experience administering UHNW or family office clients.
• Three years managing own portfolio.
• Strong technical knowledge.
• Commitment to exceptional client service.

Responsibilities

• Oversee day-to-day client administration.
• Maintain statutory and regulatory records.
• Coordinate payments and distributions.
• Prepare board packs and minutes.
• Manage billing and support compliance requirements.
• Mentor junior colleagues.

Skills

Portfolio management

UHNW experience

Family office

Client service

Regulatory knowledge

Job description

Take ownership of a high-value client portfolio

An excellent opportunity for an experienced fiduciary professional to join a specialist family office team, managing a varied portfolio of high-net-worth clients and delivering a proactive, personalised service.

You’ll oversee day-to-day client administration, maintain statutory and regulatory records, coordinate payments and distributions, prepare board packs and minutes, manage billing and support compliance requirements, while mentoring junior colleagues.

Ideal for someone with at least four years’ experience administering UHNW or family office clients, including three years managing their own portfolio, with strong technical knowledge and a commitment to exceptional client service.