Administrator - Private Wealth
Core
Support the administration of trust and company structures for a diverse portfolio of clients, ensuring activities align with governing documents and statutory requirements.
Role type
Junior Administrator in Private Wealth & Corporate Services
Builds
Client trust and corporate entity structures
Domain
Private Wealth & Corporate Services
Required skills
Administrative coordination, documentation management, database maintenance, billing administration, regulatory compliance monitoring, risk escalation, IT proficiency, Microsoft Office
Preferred skills
Professional qualifications (CGI, STEP), career development in trust/corporate services
Responsibilities
Support administration of client entities, prepare and maintain client documentation, coordinate routine administrative activities, maintain accurate records and update internal databases, assist with billing administration, monitor client matters and escalate risks, support colleagues and ad hoc projects
Seniority
Entry-level / Junior