Trainee Administrator, Client Services

Our client have a trainee administrator opportunity in their growing 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

  • 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

Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Mon, 17 Jun 2024
Closing Date: 
Sun, 15 Sep 2024
Reference: 
12033

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