Our client is seeking a Trainee Administrator to join their team.
You will work as part of a welcoming and supportive team who are responsible for administering a varied and interesting portfolio of family office clients.
Your role will involve supporting the manager and administrators in the team with a range of tasks to ensure they deliver the highest quality levels of service to our clients. You will be trained and developed in all areas of client administration, giving you a great grounding to starting a career in administration.
Key Result Areas
- Provide excellent levels of client service
- Maintain and update client documentation accurately.
- Take responsibility for own personal development, in line with agreed annual performance objectives.
Key Responsibilities
- Prepare basic general emails for review.
- Prepare covering letters sending documents out and basic letters – ready for review.
- Support with board pack preparation by producing reports, collating information, and circulating board packs.
- Review data and escalate amendments as required to maintain data integrity.
- Assist the team with onboarding workflows for new client relationships.
- Assist with preparation of a range of checklists for review
- Prepare payment instructions including for online banking systems, with supporting documents for own clients.
- With training and guidance, understand the different requirements/process for payments for high-risk clients.
Requirements Qualifications
- A good academic background to include GCSEs or equivalent in English Language and Mathematics – Grade C (Level 4) minimum.
- Willingness to study towards a relevant professional qualification (e.g. STEP Foundation Certificate in International Trust Management or Chartered Governance Institute Level 4.)
For more information, please contact Jamie on 707812 or email your CV to jobs@excel-recruitment.com