Our Client is seeking a Senior Administrator to join their Private Client team.
In this role, you will manage a portfolio of wealthy families, family offices, and owner-managed businesses. This role demands excellent attention to detail and technical expertise in Trust Structures.
Responsibilities:
- Manage and collaborate on client portfolios.
- Remain informed on regulatory requirements and legislation.
- Foster strong relationships with clients and business partners.
- Mentor junior team members.
- Accurately record client-related time.
Requirements:
- Proven experience in a similar role.
- Studying towards/holding a professional qualification (ICSA/STEP).
- Ability to work independently and proactively.
For more information on this role please contact Stu on (01534) 707816 or email your CV to jobs@excel-recruitment.com