Senior Administrator - Private Client

ROLE OVERVIEW

PURPOSE OF JOB The role holder will be required to administer a client portfolio, under the supervision of a Line Manager. They should be able to demonstrate a clear understanding of the client's portfolio, including risk awareness, relationship management and contractual and statutory obligations.

MAIN RESPONSIBILITIES

• AND DUTIES Manage a portfolio of corporate entities, ensuring all administrative and statutory obligations are met accurately and on time Maintain statutory records, corporate files, minute books, and entity registers in accordance with applicable legal and regulatory requirements.
• Coordinate regulatory and statutory filings, annual renewals, and related submissions with the relevant authorities across applicable jurisdictions.
• Support entity lifecycle events, including incorporations, registrations, changes to officers or shareholders, restructurings, transfers, and terminations.
• Act as a key contact for clients and intermediaries, responding to corporate secretarial, governance, and administrative queries in a timely and professional manner.
• Manage client onboarding, transfer-in, and periodic review processes, ensuring compliance with internal policies and applicable due diligence and regulatory requirements.
• Coordinate offboarding activities, including entity closures, liquidations, deregistrations, and transfers out, ensuring completion of all related administrative, compliance, and billing matters.
• Prepare board and shareholder meeting materials, including agendas, resolutions, minutes, and action point follow-up, and attend meetings where required.
• Monitor ongoing compliance obligations for managed entities and escalate issues or risks where appropriate.
• Review and approve workflows, payments, invoices, and related administrative processes in line with internal controls and delegated authority levels.
• Support billing, recoverability, and financial administration for the portfolio, including time recording, WIP monitoring, and follow-up on outstanding matters where required.
• Provide guidance, mentoring, and day-to-day support to junior team members to promote consistent service delivery and development.
• Assist with training, process improvement initiatives, and special projects to enhance operational efficiency and client service.
• Liaise with internal stakeholders, including compliance, finance, and technology teams, to support effective delivery of services.