Trainee Administrator

• Provide administrative support to the Trust and Company teams in the day-to-day administration of client structures, ensuring tasks are progressed promptly and accurately.
• Process new business and client documentation under instruction.
• Assist with routine client correspondence and liaise professionally with clients, advisors and internal colleagues as appropriate.
• Refer more complex matters, technical issues or risks to the Trust Manager, Senior Trust Manager or other appropriate senior colleagues.
• Prepare letters, draft routine documentation, statutory forms and other administrative documents for review where required.
• Maintain accurate and up-to-date client records, including scanning, filing, due diligence records and correspondence.
• Process receipts and payments, assist with client invoicing and carry out other routine administrative tasks to assigned deadlines.
• Assist with the preparation and filing of statutory documents.
• Provide assistance to the team manager and colleagues in the administration of portfolios for high-net-worth clients.
• Undertake training and development to build technical knowledge and broaden capability within the role.  

• Good standard of education, including English and Mathematics (A-Level and/or degree level preferred).
• Previous office or administrative experience preferred.
• Excellent interpersonal and communication skills.
• Ability to grasp new concepts and apply new skills quickly.
• Ability to identify and analyse problems by interpreting information available and escalating where appropriate.
• A team player with the ability to communicate effectively with staff at all levels.
• Ability to use standard office systems and maintain accurate records.
• Willingness to learn trust and company administration procedures and regulatory requirements.
• Previous relevant office experience within a trust, company or other regulated professional services environment.
• A willingness to progress and undertake a relevant professional qualification, for example STEP or CGI.

Your specialist: Nathan Draper

Quote job ref: 16866

Hi, I'm your specialist Nathan and I can't wait to hear from you about this job. You can simply submit your CV or call me on 678144 with any questions.

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