Senior Administrator - Client Services

Leapfrog Limited; Daliburgh; On-site; GBP 38,000 - 56,000; Full time

Job summary

Leapfrog Limited in Scotland seeks a fiduciary administrator to oversee corporate and trust administration. You will maintain strong client relationships, guide junior colleagues, and contribute to service delivery improvements while ensuring compliance with regulatory requirements.

You will work with risk and compliance teams, onboard Guernsey fiduciary structures, and help optimise processes and automation across the team. This role offers scope for professional growth.

Qualifications

• Experience in corporate, trust or fiduciary services.
• Qualified or part-qualified in STEP or CGI, or pursuing a relevant professional qualification.

Responsibilities

• Oversee day-to-day administration of a diverse portfolio of corporate and fiduciary clients.
• Develop understanding of client structures, transactions and activities.
• Build and maintain relationships with clients and intermediaries.
• Identify opportunities for repeat business and referrals.
• Onboard Guernsey companies, partnerships, trusts and fiduciary structures.
• Coordinate workflows and meet deadlines.
• Collaborate with Risk and Compliance for due diligence and reviews.
• Mentor junior team members and provide technical guidance.
• Maintain client records in internal systems.
• Ensure compliance with policies and regulatory requirements.
• Support operational improvements and automation initiatives.

Skills

Client service

Team development

Regulatory requirements

Prioritisation / time management

Process improvement

Education

STEP or CGI (ICSA) qualification

Tools

Fiduciary administration systems

Document management platforms

Job description

Take the next step in your fiduciary career with a role combining portfolio management, client service and team development. You'll oversee corporate and trust administration, maintain strong client relationships and help junior colleagues build their technical knowledge. The position offers plenty of opportunity to contribute to operational improvements and service delivery.

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

• Manage the day-to-day administration of a diverse portfolio of corporate and fiduciary clients.
• Develop a thorough understanding of client structures, transactions and activities.
• Build and maintain strong relationships with clients and professional intermediaries.
• Manage client expectations and identify opportunities for repeat business and referrals.
• Assist with the establishment and onboarding of Guernsey companies, partnerships, trusts and other fiduciary structures.
• Coordinate workflows and ensure administration is completed accurately and within agreed deadlines.
• Monitor work in progress, time recording and debt collection where applicable.
• Work closely with Risk and Compliance teams to maintain accurate client due diligence and periodic reviews.
• Provide technical guidance and support to junior team members.
• Maintain accurate client records and information within internal systems.
• Ensure compliance with relevant policies, procedures and regulatory requirements.
• Support management with operational matters and identify opportunities to improve processes, efficiency and automation.

Skills / Qualifications

The ideal candidate will have proven experience within corporate, trust or fiduciary services, together with a strong understanding of relevant structures, administration and regulatory requirements. You'll be part-qualified or fully qualified in STEP or CGI (formerly ICSA), or working towards a relevant professional qualification, with excellent organisation and prioritisation skills and the ability to manage competing deadlines. Strong interpersonal and relationship management skills are essential, alongside a genuine commitment to delivering high-quality client service. You'll be proactive in identifying opportunities for process improvement and automation, with the confidence to support junior colleagues and work collaboratively across teams. Previous experience using fiduciary administration systems and document management platformswould be advantageous.

For a full job description or further information on this role please call 711188 , or email [e-mail] .