Our client is seeking a Trainee Administrator to join their Client Handling team. In this full-time role, you will work within a welcoming and supportive environment, assisting with the administration of a diverse portfolio of family office clients. Your responsibilities will include supporting the manager and team with various tasks to ensure the delivery of high-quality service. You will receive training in all areas of client administration, providing a solid foundation for your career in this field.
Job Duties:
- Provide proactive support to the team to ensure excellent service delivery in line with industry standards, procedures, and guidelines.
- Maintain and update client documentation accurately.
- Take responsibility for personal development aligned with agreed performance objectives and development plans.
- Act as a role model and ambassador for the service standards, consistently embodying the core values of integrity, professionalism, and agility.
- Prepare basic general emails, covering letters, and other correspondence for review.
- Assist with board pack preparation, including producing reports and circulating materials.
- Review data and escalate necessary amendments to ensure data integrity.
- Support onboarding workflows for new client relationships.
- Assist with preparation of various checklists for review, including draw down, distributions, and investment checklists.
- Help schedule client meetings, prepare information, and observe meetings as appropriate.
- Maintain statutory books and records diligently.
- Mark up correspondence for filing and bookkeeping purposes.
- Draft basic minutes and resolutions, as well as support remediation from periodic review processes.
- Input daily time on timesheet and prepare payment instructions, including online banking systems, with supporting documents for respective clients.
- Monitor for receipt of funds and provide confirmation when received.
- Assist the team with the billing process, sending out invoices to clients and settling invoices as needed.
- Maintain a basic understanding of financial metrics relevant to the role.
- Perform general administrative tasks, including binding, scanning, photocopying, and arranging couriers.
- Manage tasks and diary effectively, updating team schedules, reports, and spreadsheets as required.
- Ensure accurate and timely saving of electronic correspondence.
- Request customer due diligence (CDD) documentation under supervision and escalate any concerns regarding CDD and risk to management.
Job Requirements:
- A good academic background, including GCSEs or equivalent in English Language and Mathematics with a minimum grade of C (Level 4).
- Willingness to pursue a relevant professional qualification (e.g., STEP Foundation Certificate in International Trust Management or Chartered Governance Institute Level 4).
- Previous office experience is advantageous but not essential.
- A solid working knowledge of Microsoft Office applications.
- Excellent communication skills, with strong written and verbal English.
- Drive and eagerness to learn and develop professionally.
- Highly accurate with a keen attention to detail.
- Good time management and organisation skills, with the ability to prioritise workloads effectively.
- A proactive, flexible team player.
What You’ll Love:
Our client fosters a team environment characterised by integrity, professionalism, and agility. You will have access to a great benefits package, which includes a non-contributory pension scheme, private healthcare, life insurance, critical illness cover, and additional annual leave options. They also offer support for professional qualifications and ongoing development, creating a strong foundation for your career in financial services.
Could this be the right opportunity for you? If this opportunity sounds right for you, we’d love to hear from you. Our friendly and experienced recruitment team is here to answer your questions, offer guidance and support you throughout the process. Simply submit your CV in confidence, and our Candidate Manager will arrange for one of our consultants to get in touch to organise an initial meeting, either face to face, via Microsoft Teams or by telephone, whichever suits you best. We look forward to getting to know you and learning more about what you’re looking for.
