Our client has an exciting opportunity for a Trainee Administrator to join their team.
In this role, you'll provide ongoing assistance and support to the team in respect of the high quality administration of a portfolio of corporate clients.
About the role
- Assist the team with client due diligence and undertake compliance checks in respect of new business
- Be involved with client acceptance process
- Support all aspects of the ongoing administration of client entities, delivering excellent client services levels at all times
- Undertake scanning and filing of any client documentation
- Assist with the ongoing data input within the corporate services practice management database
- Provide assistance to the team with the preparation of statutory and regulatory filings
- Prepare payment instructions
- Other ad-hoc duties as requested
About you - essential requirements
- Having good communication and interpersonal skills
- Being able to build relationships and work as part of a team
- A desire to succeed within a financial services role
- A positive and flexible approach
- Ability to manage and prioritise tasks, time and people in order to meet deadlines
- Ability to work independently
For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com