Trainee Private Client Administrator



Job Advert Summary The Trainee Administrator will work as part of a Client Workgroup within the Fiduciary Services Team and will assist team members dealing with all aspects of administration of multi-jurisdictional trusts and companies. The successful candidate will receive training on a day to day basis by a buddy or a mentor. Personal Development Plans will be agreed with the successful candidate on an annual basis. Training will be provided as necessary. Minimum Requirements
  • Be willing to study either ICSA or STEP
Duties and Responsibilities • Maintain company and trust records including due diligence. • Open and maintain bank accounts, reviewing and filing bank statements • Liaise with clients, professional advisors and other third parties • Preparation of documents in relation to transactions including Director, Shareholder and Trustee resolutions • Ensure that invoices are correctly issued, sent to clients, arrange for payment • Provide regular assistance and absence cover for our centralised banking and payments team • Review financial statements • Follow policies and procedures Skills and Competencies • Have a pro-active approach to work and a positive can-do attitude. • Be able to demonstrate their use of initiative • Be highly organized, have good attention to detail and be willing to work as part of a team • Be computer literate with good knowledge of MS Office • Have the ability to communicate effectively with clients, staff, and management in a number of different countries.
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