Our Client has a great opportunity for an ambitious individual to train within its Trust Business
As a Trainee Administrator, you will be an integral part of the Client Administration team. You will provide administrative support to team members, whilst learning the industry, the core tasks, and building your knowledge of the rules and regulations for the sector.
Responsibilities:
- Undertaking general administrative tasks as required, under the support of the team leaders, ensuring that all business is conducted in accordance with our Client's policies and procedures and the rules, guidelines, and expectations of the local regulator.
- Preparing workflows for payments, checking payments, and ensuring they are signed and sent to the bank/investment house for payment.
- Drafting minutes as requested to assist administrators.
- Completing forms e.g. FATCA/CRS for team.
- Setting up and recording activities in the CRM software for the team.
Requirements:
- MS Office skills, NAVOne experience would be an advantage.
- Self-motivated with good communication skills with both staff and external parties.
- Good time management/prioritisation skills.
- Methodical, thorough and attentive to detail.
For more information on this role please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com