DC Thomson
Private Client Administrator
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location