Administrator, Private Client

Vacancy type: Permanent

35 hours per week

CSC Private Client is a specialist team of administrators which caters specifically for the needs of wealthy families, family offices and owner-managed businesses. You will work closely with your team to assist in managing a portfolio of private clients covering a variety of trust structures. This role requires good attention to detail and the ability to deal with tasks independently ensuring a discreet and professional service to our clients.

Some of the things you will be doing

• Collaborate with your team to assist in managing a portfolio of private clients, covering a variety of trust structures
• Pro-actively take on additional responsibilities and administration tasks as required by your manager or clients
• Be a technical expert on client structures, including any regulatory requirements that are applicable
• Be responsible and approachable when given tasks by a senior team member
• Provide new, innovative ideas on how to improve the efficiencies of daily tasks
• Drive personal development using all the resources available at CSC to achieve success
• Take care of, and establish good relationships with all suppliers, colleagues and clients
• Communicate openly and honestly with clients on a regular basis, within the CSC’s SLA agreement
• Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced
• Produce and submit all statutory returns
• Assist in the opening of bank accounts and the processing of payments
• Maintain bank statements, doc perm and safe custody duplication and protector consent records

What skills, qualifications, and experience do you need?

• Experience in a similar role
• Studying towards/hold a professional qualification, ideally ICSA/STEP
• Be able to deal with tasks independently & use own initiative
• Strong academic background
• Be proactive and forward thinking
• Broad understanding of the wide range of Fiduciary products offered by CSC