Senior Client Services Lead – Trust & Company Administration

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 40,000 - 60,000; Full time

Job summary

A collaborative fiduciary firm is seeking a Senior Administrator to manage a diverse portfolio in Daliburgh, Scotland. The ideal candidate should have at least 5 years' experience in trust and company administration, strong client service skills, and the ability to handle their own caseload. Responsibilities include managing client portfolios and ensuring compliance with requirements. This role offers exposure to high-value trust structures and a dynamic work environment.

Qualifications

• Minimum of 5 years' experience in trust and company administration.
• Strong client service skills essential.
• Ability to manage own caseload independently.

Responsibilities

• Manage a portfolio of trust and company clients.
• Coordinate client meetings and prepare statutory documents.
• Bookkeeping and invoicing for client entities.
• Support development of internal policies and procedures.
• Ensure compliance with statutory regulations.

Skills

Client relationship management

Attention to detail

Portfolio management

Education

Relevant professional qualification

Job description

A collaborative fiduciary firm is seeking a Senior Administrator to manage a diverse portfolio in Daliburgh, Scotland. The ideal candidate should have at least 5 years' experience in trust and company administration, strong client service skills, and the ability to handle their own caseload. Responsibilities include managing client portfolios and ensuring compliance with requirements. This role offers exposure to high-value trust structures and a dynamic work environment.