Client Services Administrator/Officer
Job Ref: LF
41457
This role offers the opportunity to join an established fiduciary team where you'll gain experience across the full range of trust and company administration. You'll work closely with senior colleagues while supporting client structures, preparing documentation and maintaining accurate records. Candidates with at least 2 years' experience will be considered at Administrator level, with scope for more experienced applicants.
Location
Duties for this role include, but are not limited to:
- Assist with the day-to-day administration of a portfolio of trust and company structures.
- Maintain accurate client, entity and statutory records.
- Prepare trust and corporate documentation, including minutes, resolutions and letters of wishes.
- Draft bank instructions and assist with related payment processes.
- Prepare statutory returns and maintain relevant filing records.
- Undertake bookkeeping and maintain financial information.
- Assist with client invoicing and general financial administration.
- Respond to enquiries from clients, beneficiaries, settlors and professional advisers.
- Attend client meetings alongside senior colleagues where required.
- Liaise with intermediaries and external professional advisers.
- Ensure administration complies with relevant statutory, regulatory and internal requirements.
- Maintain professional development records and undertake relevant training.
- Support senior colleagues with wider client administration and team requirements.
Skills / Qualifications
The ideal candidate will have at least 2 years' relevant experience for Administrator level, with more experienced applicants considered for appointment at Officer level. You'll have a good educational background, including GCSEs and A-Levels or equivalent, and hold the STEP Certificate, with a willingness to continue professional study. Strong communication, organisation and IT skills are essential, alongside excellent attention to detail and a positive, proactive approach to work. You'll be comfortable supporting colleagues, managing client administration and developing your knowledge of fiduciary structures and regulatory requirements.
How To Apply
For a full job description or further information on this role please call 711188, or email [email protected].If you wish to apply for this role, please submit your CV via the Apply Now button below.