Senior Private Client Administrator
Listed on 2026-01-11
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Finance & Banking
A key opportunity to join a family-owned fiduciary provider, administering a diverse range of structures while mentoring others and contributing to regulatory reporting and governance. This role is ideal for someone with 3+ years' experience who thrives in a collaborative and agile business.
Location Duties for this role include, but are not limited to:- Administering a portfolio of complex private client structures.
- Managing daily tasks, CDD checks, statutory records, and trust documentation.
- Reviewing investment performance and preparing reports.
- Processing distributions, loans, payments, acquisitions, and disposals.
- Supporting economic substance, FATCA and CRS reporting.
- Supervising junior staff and reviewing their work.
- Contributing to billing and fee collection processes.
- Participating in team training, audits and regulatory obligations.
The ideal candidate will have at least 3 years' relevant experience in offshore trust administration and preferably be STEP qualified. Excellent communication, problem-solving, and IT skills are essential, as is a strong understanding of regulatory requirements. They should be proactive and able to handle complex client matters independently.
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.
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