Leapfrog Recruitment Consultants

Senior Administrator - Corporate Secretariat Job Ref: LF41172 Working across board support, statutory administration and governance projects, this role combines technical company secretarial responsibilities with strong stakeholder engagement. Excellent organisational skills and attention to detail will be key to success. Duties for this role include, but are not limited to: Providing company secretarial support across multiple jurisdictions. Assisting with the preparation of board agendas, papers and meeting documentation. Coordinating board and committee meetings and ensuring timely distribution of materials. Taking accurate electronic meeting notes and preparing board minutes. Recording, tracking and monitoring action points arising from meetings. Supporting governance-related projects and process improvements. Assisting with statutory and regulatory company secretarial requirements. Maintaining effective communication with board members and senior stakeholders. Supporting the development and maintenance of governance documentation and templates. Assisting with governance reporting and board administration activities. Skills / Qualifications The ideal candidate will have previous company secretarial, governance or fiduciary administration experience and demonstrate a strong understanding of corporate governance principles. They may already hold, or be working towards, a relevant qualification such as CGI, STEP or an equivalent professional qualification. Strong communication, organisational and minute-taking skills are essential, together with the ability to prioritise workload effectively and meet deadlines. Experience working across multiple jurisdictions would be advantageous. The successful individual will be proactive, detail-oriented and committed to delivering a high standard of service.

Leapfrog Recruitment Consultants in Daliburgh is seeking a Senior Administrator for their Corporate Secretariat team. This role involves providing comprehensive company secretarial support, preparing board materials, and coordinating meetings. The ideal candidate should have experience in governance administration, strong communication skills, and a proactive approach to workload management. A relevant qualification is preferred. This position offers a dynamic environment with rich opportunities for professional development.

Leapfrog Recruitment Consultants is offering a unique opportunity to join their Financial Crime team in Daliburgh, Scotland. The role involves supporting data-driven supervision across the financial services sector, focusing on AML and risk assessment. The ideal candidate will bring experience from financial services or compliance and must possess strong analytical and communication skills, as well as a proactive approach to problem-solving. This position provides excellent exposure to various facets of financial crime oversight and regulatory reporting, making it a remarkable opportunity for continuous professional development.

Leapfrog Recruitment Consultants is seeking a Senior Administrator - AML Reviewer in Daliburgh, Scotland. This role focuses on compliance and delivering high-quality client service through AML and CDD reviews across the investor lifecycle. The ideal candidate will have at least 3 years of experience in fund administration, a solid understanding of AML regulations, and excellent organizational and communication skills. This position supports both daily operations and regulatory activities within a collaborative team environment.

Leapfrog Recruitment Consultants is looking for a candidate to join their Private Clients team, focusing on the management of fiduciary structures. This role involves administering portfolios, processing client instructions, drafting documentation, and liaising with various professionals. Candidates should have relevant experience in fiduciary services, strong organizational skills, and a proactive client-focused approach. The position offers a varied workload with excellent professional development opportunities, all situated in Daliburgh, Scotland.

This role sits at the heart of a Private Clients team, supporting the day to day management of fiduciary structures and helping deliver a first class client experience. The successful candidate will enjoy a varied workload and excellent opportunities for professional development. Location Duties for this role include, but are not limited to: Administering a portfolio of trust and company structures on behalf of private clients. Processing client instructions and maintaining accurate client records. Drafting minutes, resolutions and meeting notes. Liaising with lawyers, accountants, tax advisers, banks and other professional advisers. Supporting cash management and payment processing activities. Assisting with bookkeeping and annual accounts preparation in conjunction with accounting teams. Monitoring debtor balances and supporting fee collection processes. Assisting with compliance reviews, file reviews and risk management activities. Coordinating annual tax filings and regulatory reporting requirements. Supporting AEOI reporting obligations, including CRS and FATCA where applicable. Ensuring statutory and regulatory deadlines are met. Assisting with process improvements and identifying opportunities to enhance client service. Supporting team delivery and deputising for senior colleagues when required. Skills / Qualifications The ideal candidate will have relevant experience within trust and company administration, fiduciary services or a related financial services environment. Strong organisational skills, attention to detail and the ability to manage competing priorities are essential, together with excellent communication and client relationship management abilities. Candidates should possess a good understanding of fiduciary administration, AML/CFT requirements and governance obligations within a regulated environment. A STEP, CGI/ICSA or similar professional qualification would be advantageous, although candidates studying towards a qualification, or willing to undertake professional studies, will also be considered. The successful candidate will be proactive, client focused and keen to build a long term career within private client services. For a full job description or further information on this role please call 711188 , or email . If you wish to apply for this role, please submit your CV via the Apply Now button below.

Our client is seeking a Senior Administrator - AML Reviewer to support their Investor Services function. The position centres on compliance, due diligence and delivering high-quality client service - offering involvement in both day-to-day operations and regulatory activities. Duties for this role include, but are not limited to: Conducting AML and CDD reviews across the investor lifecycle. Supporting client onboarding and investor due diligence processes. Assisting with the administration of fund structures and investor services activities. Reviewing investor-related tasks in line with service level agreements. Supporting fund sub-closes and operational processes within core systems. Liaising with clients, internal teams and third parties including auditors. Assisting with compliance monitoring and ensuring adherence to regulatory requirements. Supporting the resolution of client queries and operational issues. Assisting with process improvements and automation initiatives. Supporting junior team members with technical queries where required. Skills / Qualifications The ideal candidate will have a minimum of 3 years' experience within the fund administration sector, with a strong focus on AML and investor due diligence. They will demonstrate a good working knowledge of AML and FATCA/CRS regulations, along with experience onboarding clients, funds and investors. Strong organisational, communication and analytical skills are essential, alongside the ability to work under pressure and meet deadlines. A solid understanding of corporate governance and risk mitigation is important, and the successful individual will be detail oriented, collaborative and proactive in their approach.

Leapfrog Recruitment Consultants based in Daliburgh is looking for a Client Service Coordinator to support Client Relationship Executives and manage communications with clients. This role emphasizes relationship management and requires strong organizational and communication skills. The ideal candidate should have 2-3 years' experience in client service within a financial services environment, demonstrating attention to detail and proficiency in Microsoft applications.

Working closely with clients, brokers and internal stakeholders across multiple jurisdictions, this role offers broad exposure to client servicing, onboarding and relationship management activities. Strong organisation and communication skills will be essential to success. Duties for this role include, but are not limited to: Supporting Client Relationship Executives with the administration of a portfolio of Life and Disability clients. Managing client communications and responding to routine client queries. Preparing client documentation, renewal information and onboarding packs. Vetting renewal data and identifying outstanding information requirements. Supporting new business enquiries, quotations and onboarding processes. Liaising with internal stakeholders including pricing, underwriting, operations and claims teams. Maintaining accurate client records and documentation. Supporting Client Due Diligence and compliance requirements. Assisting with management information and reporting requirements. Building strong relationships with clients, brokers and business partners. Contributing to process improvement initiatives and service enhancements. Skills / Qualifications The ideal candidate will have 2-3 years' experience within a client service or administration role, ideally within financial services or a regulated environment. Strong attention to detail, organisational ability and communication skills are essential, together with the ability to manage workload independently and work effectively within a fast-paced environment. Intermediate Microsoft Word, Excel and Outlook skills are required. The successful individual will be proactive, client-focused and committed to delivering exceptional service standards.

A fiduciary services provider based in Daliburgh is looking for an experienced professional in trust and company administration. The role encompasses managing client portfolios, preparing statutory documentation, and liaising with clients and institutions. Ideal candidates should have over 5 years' experience and be working towards a STEP or ICSA qualification. Strong communication and organizational skills are essential, along with a proactive approach to adapt to evolving regulations. Attractive opportunity within a dynamic team environment.

Join a dynamic team delivering tailored fiduciary services to private clients across multiple jurisdictions. This role offers responsibility, variety and the opportunity to work closely with internal and external stakeholders. Duties for this role include, but are not limited to: Administering a portfolio of trust and company structures. Preparing statutory documentation including minutes, agreements and trust instruments. Liaising with clients, intermediaries and external institutions. Processing payments, distributions and investment transactions. Supporting the purchase and sale of assets including property and investments. Maintaining accurate client records and ensuring all investments are up to date. Ensuring client due diligence documentation is complete and current. Preparing client reports and supporting ongoing client servicing. Assisting with bookkeeping and general administrative tasks. Supporting team objectives and undertaking additional duties as required. Skills / Qualifications The ideal candidate will have a minimum of 5 years' experience within trust and company administration and hold, or be working towards, a STEP or ICSA qualification. They will demonstrate strong communication and organisational skills, with the ability to manage workloads independently and meet deadlines. A proactive, team-focused approach and a willingness to adapt to changing regulatory requirements are essential. For a full job description or further information on this role, please call 711188, or email . If you wish to apply for this role, please submit your CV via the Apply Now button below.

This role offers the opportunity to work across trust administration, bookkeeping and client relationship management within a busy Family Office environment. You'll support a varied portfolio of trust and company structures while developing your technical expertise and working alongside experienced colleagues on a broad range of fiduciary matters. Responsibilities Administer a portfolio of trust, company and wealth structures, ensuring accurate records are maintained at all times. Prepare and maintain statutory records, including minutes, resolutions and client information databases. Complete day-to-day bookkeeping for trust and company structures, including reconciliations and trial balances. Assist with the opening and closing of client bank accounts and monitor incoming funds. Liaise with banks regarding payments, deposits, investment transactions and settlement instructions. Build and maintain professional relationships with clients, intermediaries, investment advisers and other stakeholders. Prepare investment review documentation and meeting notes where required. Support the formation and ongoing administration of legal entities and trust structures. Develop and maintain an understanding of relevant tax, regulatory and compliance requirements. Ensure internal policies, procedures and time recording requirements are followed accurately. Support and collaborate with colleagues to deliver an exceptional standard of client service. For Senior Administrator level, provide guidance to junior team members and assist with more complex trust administration matters. Qualifications The ideal candidate will have previous experience in trust administration, with strong organisational skills and a proactive, client-focused approach. For the Senior Administrator position, experience working towards or holding a STEP, CGI or equivalent qualification would be advantageous, together with a sound understanding of trust administration processes and regulatory requirements. A bookkeeping or accounting background with exposure to the trust sector would be highly desirable for either level. You'll possess excellent communication skills, strong attention to detail and the ability to prioritise a varied workload while building positive relationships with clients, advisers and colleagues. Above all, you'll be a collaborative team player with a genuine commitment to delivering exceptional client service and continuing your professional development.

Leapfrog Recruitment Consultants is looking for a Trust Administrator in Daliburgh, Scotland. This role involves managing trust and company structures, maintaining accurate records, and ensuring exceptional client service. Ideal candidates will have experience in trust administration and strong organisational skills. You will also be involved in bookkeeping, statutory records, and liaising with banks while supporting a professional team. A proactive approach with excellent communication and attention to detail is crucial for this role.

Taking on the role of Senior Trust Administrator provides the chance to manage a diverse portfolio of clients, working with both trusts and companies of varying complexity. It is an great opportunity to join our client and apply technical knowledge, while developing further through exposure to more complex arrangements and client relationships. Location Duties for this role include, but are not limited to: Maintaining accurate statutory records for client entities. Processing payments and identifying receipts. Preparing routine minutes and resolutions. Assisting with annual entity reviews and clearing action points. Liaising with internal teams on legal, accounting, and tax matters. Building relationships with clients and intermediaries. Handling a range of administrative tasks for trusts and companies. Supporting project work, both complex and non-complex. Assisting junior staff and providing training where required. Skills / Qualifications The ideal candidate will have at least 3 years' trust and company administration experience and hold (or be studying towards) a relevant qualification such as STEP. Strong organisational skills, problem solving ability, and attention to detail are essential. The successful candidate will be a team player, confident in managing a portfolio with minimal supervision, and motivated to continue developing professionally. For a full job description or further information on this role please call 711188, or email . If you wish to apply for this role, please submit your CV via the Apply Now button below. Related Trust & Company Administration Jobs in Guernsey

A recruitment agency in the UK is seeking a Senior Trust Administrator to manage a diverse portfolio of clients. The ideal candidate will have a minimum of 3 years' experience in trust and company administration and hold a relevant qualification such as STEP. Responsibilities include maintaining statutory records and building client relationships. Strong organisational skills and attention to detail are essential. This role offers a great opportunity for professional development.

Leapfrog Recruitment Consultants is looking for an experienced Senior Administrator to manage complex portfolios and ensure quality service. This role is an excellent opportunity for someone aiming to achieve a professional qualification while developing their expertise across various structures. The ideal candidate will possess 3-5 years of trust and corporate administration experience, strong organizational skills, and a proactive attitude. You'll assist clients, manage documentation, and liaise with banks and advisors.

Our client is seeking an experienced Senior Administrator who enjoys managing complex portfolios and providing dependable, high-quality service. This is an excellent next step for someone building toward qualification, who is ready to deepen their expertise while managing a diverse mix of structures. Responsibilities Managing a portfolio of trusts and companies, ensuring high-quality administration. Assisting with client queries, transactions and documentation. Ensuring statutory, regulatory and internal deadlines are met. Liaising with banks, investment managers and professional advisers. Preparing minutes, resolutions and supporting documents as required. Maintaining accurate records and ensuring compliance with procedures. Supporting junior team members with routine guidance where appropriate. Qualifications The ideal candidate will have 3-5 years' experience in trust and corporate administration, with strong organisational skills and excellent attention to detail. They will have or be working toward a professional qualification such as STEP, ICSA or ACCA, with study support available. A proactive attitude, sound judgement and the ability to manage competing priorities are essential.

A recruitment consultancy is seeking a senior administrator in Daliburgh, Scotland to manage investor relationships and oversee board processes. The ideal candidate will have 3 to 4 years' experience in fund and corporate administration. Responsibilities include preparing Board packs and minutes, coordinating meetings, and managing compliance requirements. Strong communication skills and the ability to work proactively are essential. The position offers a dynamic work environment where you will play a critical role in capital activities.

Leapfrog Recruitment Consultants is offering a fantastic opportunity to join a collaborative Client Servicing Team in Daliburgh, Scotland. In this role, you'll manage the administration of personal pension products, ensuring accuracy and regulatory compliance while supporting financial institutions. The ideal candidate will have experience in financial services, exceptional organisational skills, and a strong attention to detail. Responsibilities include processing pension documentation and maintaining accurate client records, contributing significantly to a smooth business operation.

This is a fantastic opportunity to become part of a collaborative Client Servicing Team responsible for supporting the administration of personal pension products. You'll manage a broad range of administrative tasks, liaise with financial institutions and contribute to the smooth operation of the wider business. Duties for this role include, but are not limited to: Process the day-to-day administration of personal pension arrangements. Prepare and process pension documentation, including transfer paperwork and investment applications. Liaise with financial advisers, investment houses, banks and internal departments regarding administrative requests. Maintain accurate client records across internal systems. Prepare trustee minutes, resolutions and supporting documentation. Coordinate pension-related requests, ensuring all required information is complete before processing. Work closely with compliance and accounts teams regarding transfers and monetary movements. Liaise with shared service teams to support transactions and bookkeeping activities. Follow established procedures and checklists to ensure accuracy and regulatory compliance. Support the wider Client Servicing Team with additional administrative duties as required. Skills / Qualifications The ideal candidate will have experience within financial services, together with excellent organisational skills and a strong eye for detail. Previous pensions administration experience would be advantageous, along with an understanding of compliance, risk and client due diligence requirements. You'll be confident using Microsoft Office, possess strong communication skills and enjoy working collaboratively within a team. A proactive approach, excellent time management and a commitment to delivering accurate, high-quality work are essential for success in this role.