Our client is seeking a Senior Administrator to join their Private Client team.

This role is pivotal in overseeing trust and company structures, ensuring compliance, and mentoring junior staff.

Responsibilities:

• Administer a portfolio of trust and company structures, some of which are complex.
• Review annual accounts and liaise with bookkeepers and accountants.
• Produce periodic reports and analyses to third parties.
• Draft documents such as minutes, resolutions, and agreements.
• Liaise with investment advisers, asset managers and other professional advisers. 
• Attend client meetings and develop close working relationships with clients.
• Assist in the development of junior staff.

Requirements:

• Experience in trust and company administration or financial services.
• Studying/Qualified in CGI Diploma (ICSA) or equivalent.
• Proactive, excellent communication skills, and able to use initiative.

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