Senior Administrator, Private Wealth
Core
Deliver high-quality trust and company administration services to an international private wealth client base, managing client portfolios and supporting senior management.
Role type
Senior Individual Contributor (Trust & Company Administrator)
Builds
Trust and corporate structures for private wealth clients
Domain
Private Wealth / Trust Administration / International Finance
Required skills
Trust and company administration, fiduciary duties, taxation principles, regulatory compliance, client portfolio management, risk escalation, technical resource provision
Preferred skills
STEP Diploma, experience in Isle of Man jurisdiction
Technologies
PowerU, MyCampus, IQ-EQ Launchpad
Responsibilities
Manage and administer a diverse portfolio of private wealth clients; Provide internal and external client service handling correspondence and queries; Support senior management with day-to-day administration of private client structures; Act as a technical resource for the wider team on trust structures and laws; Contribute to client servicing culture and operational effectiveness