Trainee Administrator, Private Client

The Trainee Administrator role involves developing skills in administering trusts and personal financial structures daily. This position requires managing bank accounts and arranging transactions efficiently. The successful candidate will gain insight into company management, including the opening and administration of bank accounts, while developing an understanding of statutory accounts and financial information's content, function, and legal requirements. Regular liaising with trustees’ advisers, professional intermediaries, and financial institutions will be essential, ensuring a professional level of service is delivered accurately and promptly. Additionally, the role includes providing administrative support to team members and actively participating in team operations to ensure high-quality service delivery. Maintaining client confidentiality is crucial, alongside accurately recording time on the organisation's time recording system. Meeting financial targets set by management and undertaking other reasonable duties as required by management are also integral to the position.

Job Duties:

• Administer trusts and personal financial structures, including managing bank accounts and transactions.
• Understand company management and legal requirements concerning statutory accounts and financial information.
• Liaise regularly with trustees’ advisers, professional intermediaries, and financial institutions.
• Provide administrative support to team members and participate fully in team activities.
• Maintain professional relationships with external advisors while delivering high-quality service.
• Ensure client confidentiality is upheld at all times.
• Record time on the organisation's time recording system clearly and accurately.
• Achieve financial targets as determined by management.
• Undertake additional duties as reasonably required by management.

Job Requirements:

• Strong organisational and administrative skills.
• Ability to communicate effectively with various stakeholders.
• Proven attention to detail and accuracy.
• Capability to maintain confidentiality in handling sensitive information.
• Willingness to learn and develop in a professional environment.
• Experience in financial services or related fields is advantageous.

What You’ll Love:

​​​​​​​This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.

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