Trainee Administrator
7 October by Search & Select
Full Time (38 hrs/wk)
Reference ID: 224028
Duration:
Permanent
Salary: To be advised
End Date: 1 Dec 2026
Job Description
Our client seeks a Trainee Trust & Company Administrator to join their team. Key
Responsibilities: Provide administrative support to the Trust and Company teams
in the day-to-day administration of client structures, ensuring tasks are
progressed promptly and accurately. Process new business and client
documentation under instruction. Assist with routine client correspondence and
liaise professionally with clients, advisors and internal colleagues as
appropriate. Refer more complex matters, technical issues or risks to the Trust
Manager, Senior Trust Manager or other appropriate senior colleagues. Prepare
letters, draft routine documentation, statutory forms and other administrative
documents for review where required. Maintain accurate and up-to-date client
records, including scanning, filing, due diligence records and correspondence.
Process receipts and payments, assist with client invoicing and carry out other
routine administrative tasks to assigned deadlines. Assist with the preparation
and filing of statutory documents. Provide assistance to the team manager and
colleagues in the administration of portfolios for high-net-worth clients.
Undertake training and development to build technical knowledge and broaden
capability within the role. Key Skills and Experience: Good standard of
education, including English and Mathematics (A-Level and/or degree level
preferred). Previous office or administrative experience preferred. Excellent
interpersonal and communication skills. Ability to grasp new concepts and apply
new skills quickly. Ability to identify and analyse problems by interpreting
information available and escalating where appropriate. A team player with the
ability to communicate effectively with staff at all levels. Ability to use
standard office systems and maintain accurate records. Willingness to learn
trust and company administration procedures and regulatory requirements.
Previous relevant office experience within a trust, company or other regulated
professional services environment. A willingness to progress and undertake a
relevant professional qualification, for example STEP or CGI. If you have the
required skills please apply online at searchandselect.com quoting reference
number: 16866