Axal Leine Preloader

Search Jobs

Administrator – Private Client

REF: 251 | Trust Administration | £20k - £30k
  • Type: Permanent
  • Job #251

Purpose of the role:

To provide company and trust administration services. There will be a need for liaison and the co-ordination of activities across a number of subsections of the Company. The work involves encountering changing priorities and differing situations.


  • To maintain the highest standards of administration including the periodic production of reports/analyses to third parties
  • Drafting/preparing less complex documents i.e. minutes/resolutions, as appropriate
  • To liaise with Investment Advisers, Asset Managers and other professional advisers
  • Attend client meetings with Client Directors and Managers
  • Maintain client confidentiality
  • Observe CDD at all times
  • Record all time on the Company’s time recording system and ensure narrative is clear
  • Achieve financial targets as determined by management
  • Such other duties as the management may at times reasonably require
Skills Required:
  • Roles at this level provide professional advice and/or support, directly or indirectly to team based upon a full understanding of a technical, professional or specialised fiel
  • You will plan and ensure progress within established procedures and clearly defined Company policy


Share this job

Share on linkedin
Share on facebook
Share on twitter
Share on whatsapp
Share on email


Apply for this job

Questions about this job?


Can’t find your perfect job?

We do the searching for you.