Monday 27 May 2019
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Senior Administrator | Private Wealth

Trust, Administration, Enquire


Hours:Full Time

Full Description

A great role within a successful and growing Private Client Services division. You will have the opportunity to build your Trust Administration career within this environment and have financial support to undertake a relevant professional qualification.

Main duties:

  • Administering a complex client portfolio, including property and investment holding companies, EBT structures, Limited Partnerships and family trusts
  • Attending client meetings and assisting with the preparation of minutes and dealing with action points as required
  • Completing the review process for client entities
  • Managing billing cash collection / debtors process and minimising write-offs where possible
  • Mentoring of junior members of the team as required

Skills, knowledge and expertise required:

  • Minimum of 5 years relevant experience
  • Holding or working towards a relevant professional qualification
  • Attention to detail

If youd like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

For more information please visit

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