Senior Client Administrator

Job Summary:

As a Senior Client Administrator, you will assist in the running of the client services department. Duties will include but are not limited to:

  • Overseeing administration of bank and Investment accounts including account opening and closing
  • Administration of bank payments and receipts
  • Maintaining a varied portfolio of trust and company entities
  • Liaising directly with clients and Intermediaries
  • Maintaining a varied portfolio of company and trust clients
  • Assisting with the support and development of more junior members of the team
  • Overseeing various company and trust administration tasks
  • Any other duties that may be required, from time to time, to support the business.

Reporting To:

Senior Managers

Qualifications Required:

5 GCSEs or equivalent at grade C or above

Part or qualified STEP or equivalent


  • At least 4 years in a TCSP administration environment in managing a client portfolio
  • Microsoft Office
  • CCH, Viewpoint and Laserfiche would be an advantage but not essential


External and internal training will be provided and encouraged


  • Attention to detail
  • Excellent communication skills
  • Leadership qualities
  • Able to work under pressure and to strict deadlines
  • Requires limited supervision
  • Can demonstrate good risk awareness
  • Good company and trust knowledge


Support the administration team


  • Proactive
  • Problem solver
  • Team player
  • Enthusiastic
  • A desire to progress their career


Full Time

Salary Range:

Salary commensurate with experience and qualifications


  • Medicash Health Plan
  • Flexible hours and working opportunities
  • Pension
  • Study Support
  • Personal development & growth programmes
  • Team events
  • Fresh fruit weekly
  • Ongoing CPD Support

Closing Date – Monday 05 December 2022