Trainee Private Client Administrator

Our client is a dynamic and highly experienced organisation, proudly family-owned and based in Guernsey. They are an inclusive and diverse independent fiduciary and fund administration business, specialising in venture capital and private client services. The role of Trainee Private Client Administrator offers the opportunity to study towards a professional qualification while assisting with the day-to-day administration of private clients under the guidance of a manager. The successful candidate will be involved in various activities that support the management of private clients, including Trusts, Companies, and Foundations. As part of this role, the candidate will not only assist with processing operations such as inputting payments and preparing receipt packs but also maintain client and entity records in relevant systems. There will also be involvement in company secretarial matters such as preparing minutes and transaction packs. Additionally, the role may include handling ad-hoc client requests and other team duties, including project work. This is an excellent entry-level position for those looking to kick-start their career in private client administration.

Job Duties:

• Assist with all aspects of the administration of private clients, including Trusts, Companies, and Foundations.
• Support processing operations, including inputting payments, preparing receipt packs, and processing client changes.
• Help maintain client and entity records in the relevant systems.
• Assist with company secretarial matters, including the preparation of minutes, transaction packs, and reports.
• Aid in handling other ad-hoc client requests or additional duties as required by the team, including project work.

Job Requirements:

• Strong organisational and communication skills are essential.
• Good computer literacy and problem-solving skills are required.
• A desire to learn and a commitment to studies is necessary, with support provided as part of the trainee programme.
• Some office-based experience would be beneficial but is not essential for this entry-level position.
• English and maths GCSEs (or equivalent) are required, with A-levels preferred.

What You’ll Love:
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This role offers the chance to be part of a reputable organisation committed to professional growth. You will work in a collaborative environment where you can develop your skills in administrative support and client management. The company values learning and will support your studies and career development, providing ample opportunities for training in the fiduciary and fund administration sector.

Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here