Senior Fiduciary Administrator — Private Wealth (Contract)

Leapfrog Limited; United Kingdom; On-site; GBP 45,000 - 65,000; Full time

Job summary

Leapfrog Limited seeks an experienced Trust and Company Administrator to manage day-to-day administration for a portfolio of structures within a private wealth team. You will liaise with clients and intermediaries, ensuring records and regulatory obligations are up to date while handling various asset types and transactions.

The role requires at least five years in fiduciary administration, with STEP/CGI/ACCA qualifications preferred.

Qualifications

• At least 5 years' relevant trust and company administration experience.
• Professional qualification such as STEP, CGI or ACCA.
• Strong organisational, communication and client relationship management skills.

Responsibilities

• Manage day-to-day administration of a portfolio of trust and company structures.
• Build and maintain relationships with clients and professional intermediaries.
• Handle client correspondence, enquiries and administrative requests promptly and professionally.
• Coordinate client transactions, including payments and administration of asset types.
• Prepare trustee minutes, resolutions and supporting documentation for review and approval.
• Attend client meetings and prepare accurate meeting notes and follow-up actions.
• Assist Directors and senior colleagues with onboarding of new business.
• Support administration and closure of outgoing client structures.
• Maintain accurate client profiles, risk assessments and due diligence documentation.
• Ensure periodic client reviews and regulatory requirements are completed within deadlines.
• Liaise with Finance, Compliance and Accounting teams regarding client matters.
• Monitor portfolio billing, time recording and outstanding client fees.
• Exercise appropriate signatory responsibilities within agreed authority levels.
• Ensure administration complies with fiduciary regulations and internal procedures.
• Support wider team activities as needed.

Skills

Trust administration

Company administration

Client relations

Regulatory compliance

Portfolio administration

Education

STEP

CGI

ACCA

Tools

Microsoft Office

CRM systems

Job description

Leapfrog Limited seeks an experienced Trust and Company Administrator to manage day-to-day administration for a portfolio of structures within a private wealth team. You will liaise with clients and intermediaries, ensuring records and regulatory obligations are up to date while handling various asset types and transactions.

The role requires at least five years in fiduciary administration, with STEP/CGI/ACCA qualifications preferred.