14 Apr 2021

Senior Client Administrator

Ref 33361

A small trust company is seeking a Senior Client Administrator to provide a consistently high-quality service in the daily administration of a portfolio of Trust and Companies for high net worth private client individuals. 

Key duties:

  • Provide high quality service to HNW individuals
  • Effective management of a client portfolio of complex trust and company structures
  • Drafting of trust and company minutes and correspondence to clients
  • Liaise with settlors, beneficiaries, investment managers, bankers, lawyers and other related professionals in relation to the effective management and control of a client portfolio
  • Record information on databases, including electronic filing
  • Deputise for Senior Manager in their absence

The desirable candidate will have 5 years trust experience, be part or fully qualified, have excellent communication skills and the ability to work under own initiative. 

 

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