Administrator, Private Client

We have a great opportunity for a Administrator to join a local regulatory body.

Responsibilities:

• Responsibility for the administration of a portfolio of trust and company structures.
• To maintain the highest standards of administration including the periodic production of reports/analyses to third parties.
• Drafting/preparing less complex documents i.e. minutes/resolutions, as appropriate.
• To liaise with investment advisers, asset managers and other professional advisers.
• To attend client meetings with client directors and managers.
• To maintain client confidentiality.
• To observe CDD at all times.
• To record all time on the Company’s time recording system and ensure narrative is clear.

More information about this role is available upon request – contact the team today for further details.