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Senior Administrator - Client Services

Bullfinch Recruitment
2 days ago
Full-time
On-site
Douglas, Isle Of Man

Senior Administrator – Client Services

Our client is seeking an experienced Senior Administrator – Client Services to take responsibility for a complex portfolio of trusts, companies, and wealth structures. This is a client‑facing role requiring strong technical expertise, commercial awareness, and a commitment to delivering outstanding service to high‑net‑worth clients.

You will work closely with Client Directors, support junior team members, and play a key role in managing risk, improving profitability, and strengthening long‑term client relationships.

Key Responsibilities

Client & Service Delivery

  • Manage a diverse and complex portfolio of trust and corporate structures
  • Act as a key point of contact for clients, intermediaries, and stakeholders
  • Ensure statutory, regulatory, and administrative requirements are met to a high standard
  • Deliver timely, accurate, and professional client communication
  • Identify opportunities to enhance client service and develop new business
  • Act as Director on client companies, subject to Senior Management approval

Commercial & Financial

  • Meet personal targets for time recording, utilisation, and working capital
  • Monitor and control WIP across your client book
  • Support prompt billing and fee collection
  • Work with Client Directors to improve portfolio profitability
  • Coach junior colleagues on billing, cash collection, and commercial awareness

Risk & Governance

  • Identify and mitigate risk within your client portfolio
  • Ensure compliance with local regulatory and governance requirements
  • Escalate issues in line with internal policies
  • Support strong relationships with regulators through high standards of governance

Team & Leadership

  • Provide technical guidance and mentorship to junior team members
  • Promote best practices and positive behaviours
  • Support team morale, development, and performance

About You

Experience & Technical Skills

  • Significant experience in trust, fiduciary, or wealth administration
  • Proven track record of servicing high‑net‑worth clients
  • Strong technical knowledge of trust and corporate structures
  • Experience handling complex transactions and client requirements
  • Ability to clearly explain technical matters to clients and colleagues

Personal Attributes

  • Client‑focused with excellent relationship‑building skills
  • Highly organised with strong prioritisation and time‑management abilities
  • Professional, adaptable, and confident under pressure
  • Self‑motivated with a strong drive to exceed targets

Qualifications

  • Holds or is studying towards a relevant professional qualification
  • Willing to maintain ongoing CPD in line with qualification requirements

Languages

  • Fluent in English
  • Additional language skills are an advantage