Our client is seeking an Administrator to join their team.

You will look after the administration of a small portfolio of straight forward and non-contentious family office clients with support from your manager.

Working within a welcoming and supportive team you will collaborate closely with colleagues at all levels, carrying out tasks efficiently and effectively, helping to ensure we deliver the proactive and attentive service that is essential to the smooth running of our clients.

Key Result Areas

  • Provide excellent levels of client service in line with standards, procedures and guidelines.
  • Maintain and update client documentation accurately.
  • Take responsibility for own personal development, in line with agreed annual performance objectives.
  • Be a role model and ambassador.
  • Administer under supervision a small number of straightforward, non-complex clients, in accordance with procedures.
  • Assist more senior colleagues with their client portfolio.
  • Assist with the maintenance of statutory books and records.
  • Assist with preparation of regulatory documentation.
  • Liaise with intermediaries.

For more information, please contact Jamie on 707812 or email your CV to

Job Posted: 
Mon, 18 Mar 2024
Closing Date: 
Sun, 16 Jun 2024

Share this job

Cookies on this website
We need to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.