Our Client has an opportunity for an Assistant Administrator to join its Private Wealth team.

In this role, you will assist with the day-to-day management of a mixed portfolio of trusts and companies under the guidance of a Trust Supervisor.

Responsibilities

• Prepare and verify payment instructions.
• Monitor fund receipts and provide confirmations.
• Draft and review simple correspondence.
• Assist in bank account openings and maintain data on systems.
• Support client due diligence and compliance checks.
• General administrative duties, including scanning and filing.

Requirements

• A Level education or equivalent.
• Good communication and IT skills.
• Interest in financial markets and offshore fiduciary services.

For more information on this role, please contact Ben on (01534) 707811 or email your CV to jobs@excel-recruitment.com