Axal Leine Preloader

Search Jobs

Senior Administrator – Family Office

REF: 274 | Fund Administration |
  • Type: Permanent
  • Job #274

Purpose of the role:

You will deliver a comprehensive first-class administrative service to a varied portfolio of clients in line with the defined business activities. Maintain and enhance client relationships on own portfolio and to supervise and develop junior team members. 


  • Administration of a varied portfolio of clients, in accordance with procedures
  • Liaising with clients on day to day matters
  • Responsibility for the maintenance of statutory books for own portfolio
  • Responsibility for client appropriate regulatory documentation (including where appropriate NRL returns and HMRC filings)
  • Coach more junior members of staff in respect of client day to day activities
  • Coach more junior members of staff in relation to the procedures
  • Monitor the workflow of more junior staff
  • Coach more junior staff in relation to time management and prioritising skills
  • Assist with the review of accounts/financial statements
  • Delegating and reviewing the drafting of basic minutes and resolutions for meetings for own clients
  • Drafting minutes and resolutions for meetings attended for senior staff’s clients by request
  • Circulation of minutes to attendees for comments
  • Finalising of minutes and arranging for signing
  • Delegate payment instructions for own clients to more junior staff – as appropriate
  • Review payment instructions prepared by more junior staff
  • Understand the different requirements/process for payments for high risk clients

Skills required:

  • Table 5 Qualification
  • Sound academic background
  • Studying for or a willingness to study for a table 4 qualification Experience
  • 4 years relevant industry administration experience with at least 3 years’ experience in running own portfolio
  • Experience of developing and coaching others on a one to one basis
  • Experience of administering portfolio

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. 

Register with axal leine

Rather than search through lots of recruitment websites, let us do the leg work for you.

Once we’ve reviewed your requirements we’ll contact you to discuss possibilities with you.