Client Administrator - Private Wealth & Corporate

About the role

The Client Administrator supports the delivery of services to Private Wealth and Corporate clients by providing administrative and operational assistance across multiple jurisdictions. The role involves transaction preparation, maintaining client and entity records, document management, filing and periodic review support, and regular coordination with international colleagues. Working hours are 11:00am to 8:00pm to support business operations and collaboration across time zones.

Key responsibilities

• Prepare checklists for distributions, payments, dividends, onboarding and entity closures, and collate supporting documentation for review and approval.
• Prepare bank account opening documentation and documentation relating to trigger events and routine trust and corporate administration activities.
• Draft emails and letters on aged debt follow-ups, registered office questionnaires, economic substance forms and outstanding or expired KYC documentation.
• Provide administrative support for credit notes and related finance matters where required.
• Enter and maintain client and entity data in administration systems, keeping records accurate and up to date.
• Support pre-review and periodic file reviews, and maintain electronic client records in line with records management policies.
• Collate documentation for internal and external audit requests and assist with routine minutes.
• Monitor operational tasks and escalate delays, discrepancies or missing documentation; support operational projects and process improvements.

Required profile

• Relevant experience in trust, corporate, fiduciary, financial services or professional services administration and operations.
• Experience supporting trust and/or corporate administration in a regulated or control-focused environment is desirable.
• A relevant administrative, business or financial services qualification is advantageous but not essential.
• Willingness to develop knowledge of trust and corporate administration through training and professional development.

Required skills

• Strong attention to detail and a methodical approach to checklists, data entry, filing and record maintenance.
• Good organisational and prioritisation skills, and excellent written and verbal communication skills.
• Experience with client and entity administration systems, electronic document management and filing platforms, and Microsoft 365 (Outlook, Word, Excel, Teams) is advantageous.