Trainee Administrator, Client Services

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Our Client is looking for a Trainee Administrator, Client Services, to join their expanding team.

The ideal candidate will bring an enthusiastic and professional approach to the role and have prior experience in Administration.

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

Job Posted: 
Mon, 12 Feb 2024
Closing Date: 
Mon, 12 Feb 2024

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