Senior Administrator — Client Onboarding & Operations Lead

Itchyfeet Recruitment Agency; United Kingdom; On-site; GBP 35,000 - 52,000; Full time

Job summary

Itchyfeet Recruitment Agency is seeking a Senior Administrator for a family office, delivering comprehensive administrative support, client onboarding, and AML-compliant processes. You will oversee complex transactions under supervision, maintain client portfolios, and help ensure timely, accurate record keeping.

You will supervise junior staff, train colleagues, and liaise with clients, advisors, and external professionals to ensure efficient operations and compliance across tasks and databases.

Qualifications

• Minimum of 4 years’ experience in the finance industry.
• Experience mentoring and coaching junior team members on a one-to-one basis.
• Maintenance of mandatory AML training as required.
• Possession of a professional Table 4 qualification such as ICSA / STEP Diploma or equivalent.

Responsibilities

• Provide quality service to a varied client portfolio, collaborating closely with superiors.
• Undertake general administration tasks with minimal supervision.
• Supervise junior team members and delegate tasks related to the portfolio.
• Liaise with clients, client advisors, and bankers on administrative matters.
• Coordinate with third parties, including lawyers, auditors, property and investment managers as required.
• Prepare general correspondence such as emails and letters for superior review.
• Ensure timely filing of documents in accordance with organisational policy.
• Maintain corporate records and manage respective database administration.
• Co-ordinate meetings and take minutes during discussions.
• Manage transactions associated with property acquisition/disposal and refinancing.
• Oversee due diligence and procedures for customer onboarding.
• Monitor and maintain task lists to ensure timely completion of workload.
• Collaborate with the accounts team to meet customer deadlines.
• Provide general administrative assistance to the team as required.
• Ensure accurate recording of personal time and review team time recording for accuracy and compliance.
• Conduct reviews of WIP on client portfolios to ensure all fees are appropriately considered.
• Review client invoices and circulate for approval.
• Attend additional training sessions as provided by the organisation.

Skills

Mentoring junior staff

AML training

Client liaison

Organisational skills

Education

Table 4 qualification such as ICSA / STEP Diploma or equivalent

Tools

Database administration

Record keeping systems

Job description

Itchyfeet Recruitment Agency is seeking a Senior Administrator for a family office, delivering comprehensive administrative support, client onboarding, and AML-compliant processes. You will oversee complex transactions under supervision, maintain client portfolios, and help ensure timely, accurate record keeping.

You will supervise junior staff, train colleagues, and liaise with clients, advisors, and external professionals to ensure efficient operations and compliance across tasks and databases.