Our client, a leading financial services company, is seeking a Senior Administrator to join its Private Client team.

In this role, you will deliver high-end administration for a diverse client base, managing assets such as bonds, properties, and investment portfolios. This role also involves overseeing charitable trusts to benefit the community and wider areas. As the successful candidate you will adhere to company policies, act as a mentor to junior team members, and work collaboratively with other teams within the company. Key responsibilities include the administration of trust and company structures, reviewing annual accounts, drafting documents, liaising with professional advisers, attending client meetings, and more.

Requirements:

• Proven experience in trust and company administration, financial services, or legal services
• Studying/Qualified in CGI (ICSA) or equivalent professional qualifications
• Proactive and forward-thinking with excellent communication skills
• Ability to supervise and develop junior staff

For more information on this role please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com