Trainee Administrator - Private Wealth Services

Our client is seeking a trainee administrator to join their team. 

The Private Wealth service line supports key jurisdictions, handling demanding and complex transactions, whilst focusing on excellent client service.   

Responsibilities will include:

  • Assisting with the formation and ongoing administration of a portfolio of companies, trusts and limited partnerships
  • Preparing minutes, resolutions and correspondence, coordinating of the timely execution of documentation, attending to statutory filings in accordance with applicable deadlines, maintaining statutory records
  • Processing of bank payments, reconciliation of payment logs and approvals
  • Production and circulation of invoices, fee collection and chasing debtors
  • Ensuring client records are maintained accurately and with a high degree of integrity
  • Accurately recording all time spent dealing with client matters and ensuring the clients are correctly invoiced

Skills, Knowledge and Expertise:

  • A forward thinking, motivated and driven individual who is a great team player.
  • Tech savvy with excellent written and verbal communication skills, excited by the detail of the work and have the ability to deal with tasks independently.
  • A strong academic background and some previous relevant administration experience or enthusiasm to move into a corporate administration position would be advantageous. 
  • Candidates should either be studying towards or keen to study towards a professional qualification such as ICSA or STEP. 

For more information, please contact Ben on 707811 or email your CV to jobs@excel-recruitment.com

Type: 
Permanent
Discipline: 
Trainee
Job Posted: 
Mon, 11 Mar 2024
Closing Date: 
Sun, 09 Jun 2024
Reference: 
11851

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