Private client administrator Work, Jobs in Montrose, Ans (with Salaries)

Private Client Administrator
DC Thomson —Dundee
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
10h

Other jobs to consider

Find your next job by exploring related positions.

Wedding & Event Co-ordinator
House of Elrick —Aberdeen
Confident communicator with a warm, professional manner. Coordinate all venue‑related logistics, including accommodation, catering partners, and bar operations.
£26,000 - £32,000 a year
Quick apply
2d
Private Client Administrator
DC Thomson —Dundee
3 years of experience in private client or trust administration. This is an excellent opportunity for someone with a strong administrative background in private…
Quick apply
10h

I want to receive the latest job alerts for private client administrator in montrose, ans

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

private client administrator jobs near montrose, ans

Private Client Solicitor jobs in Liverpool

Private Client Solicitor jobs in Suffolk

Private Client Solicitor jobs in Nottingham

Solicitor jobs in Sheffield

Private Client Solicitor jobs in Luton

Court Protection Solicitor jobs in London

Private Healthcare jobs in Birmingham

Private Client Administrator

DC Thomson -
Dundee

Quick apply

Job details

Full-time
10 hours ago

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Microsoft Office
Administrative experience
HMRC
Tax experience

Full job description

William Thomson and Sons are seeking a highly organised and discreet Private Client Assistant to join a Dundee-based family office supporting the personal, financial and trust affairs of a private family. This is an excellent opportunity for someone with a strong administrative background in private client work, ideally with exposure to tax, trusts, executry administration. The successful candidate will support the smooth running of day-to-day private client matters, assist with trust and tax administration, and liaise closely with professional advisers.

This is an opportunity to join a team where careful administration, sound judgement, and discretion matter. As a Private Client Administrator, you will play an important role in supporting private client, tax, and trust work, helping to keep processes moving smoothly and ensuring sensitive matters are handled with care.

Responsibilities

Provide high-quality administrative support across private client, tax, and trust matters.
Maintain accurate and confidential records for trusts and personal client affairs.
Assist with trust administration, including collating information for trustee meetings and preparing schedules.
Support tax compliance processes by gathering information for personal, trust, and estate tax reporting and monitoring deadlines.
Prepare payment instructions, expense summaries, cash schedules, and supporting documentation for review.
Liaise with external professional advisers, including solicitors, accountants, and bankers.
Assist with HMRC-related administration, including correspondence, record keeping, and trust registration support.
Manage diaries, meetings, and sensitive correspondence on behalf of senior team members.
Support compliance processes including client onboarding, anti-money laundering, and client due diligence documentation.
Undertake ad hoc private client and family office projects with discretion and attention to detail.

Requirements

3 years of experience in private client or trust administration.
Experience with private client administration, including exposure to trusts, executries, inheritance tax, personal tax, or wealth planning.
Knowledge of HMRC correspondence, trust registration, anti-money laundering processes, and Scottish private client practice.
Experience in a client-facing professional services role.
Proficiency with Microsoft Office, including Word, Excel, and Outlook.
Eligibility to work in the UK.
Experience handling confidential client information with discretion is a plus.
SOLAS, ATT, or similar professional study experience is beneficial.

To apply for this role, please follow our online application process and submit a CV and cover letter.

Closing date for applications: Wed 8th July at 12:00noon

Quick apply

Refine Your Search

private client administrator jobs in montrose, ans

Private Client Administrator

Other jobs to consider

I want to receive the latest job alerts for private client administrator in montrose, ans

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected