What is Administration?

Administration is the name given to the set of activities provided in support of the running a fund or a trust, hence the terms: fund administration or trust and company administration. As an Administrator, you will have responsibility for the provision of administrative support and relationship management to a variety of customers, liaising with clients on a daily basis, coordinating all secretarial matters, including attendance and preparation of minutes for board meetings and shareholder meetings and ensuring that sufficient data is provided to bookkeepers to enable them to fulfill their functions.


Administration and financial services

There are a number of areas within administration that are relevant to financial services businesses. These may include but are not limited to:

  • Administration
  • Client Relationship management
  • Project Management
  • Service delivery


Examples of job roles in administration:

  • Administrator (corporate/pensions/real estate funds/ PE funds etc.)
  • Trainee/Employee Benefits Administrator
  • Administration & Project Assistant
  • Client Operations Officer
  • Relationship/Transfer Agency Administrator
  • Relationship/Transfer Agency Manager


Skills you may need:

  • Organisational/planning skills
  • Communication skills
  • Sound technical financial services knowledge
  • IT literacy
  • Accuracy and attention to details


Qualifications you may need:

  • Relevant work experience
  • Professional accreditations from organisations such as the Institute of Chartered Secretaries and Administrators (ICSA) or Society of Trust and Estate Practitioners (STEP).