Private Client Administrator

Dundeeonsite

Posted 5 days ago · via Workable

About this 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.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Dundee. We weight your proximity and willingness to relocate.

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