Senior Administrator – Private Client Services

We have a great new opportunity for a Senior Administrator to join a local Wealth Management Provider.

Key duties will include:

• Administer a complex client portfolio, which may include Trusts, Companies, Foundations and Limited Partnerships;
• Establish and maintain strong working relationships with your team, intermediaries, clients and client advisors;
• Provide day to day training to Assistant Administrators and in doing so build up their confidence and knowledge of Trust and Corporate services;
• Undertake the billing and debt collection for your client portfolio;
• Undertake the initial review of Working Papers files for the annual Accounts / Financial Statements for your client portfolio.

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