Trainee Administrator, Private Client

Job Title: Trainee Administrator, Private Client

Reporting to: Manager, Private Client

Direct reports: n/a

Job Purpose

To assist in providing trust and company administration services, while developing knowledge and skills within a professional and regulated environment. Support client administration tasks, maintain accurate records and ensure work is completed in line with company standards, service levels and regulatory requirements.

Key Result Areas

Assist in the administration of a medium / low risk portfolio of trust and companies under supervision.
Complete day to day administrative tasks accurately and efficiently, seeking guidance when needed.
Support the team in maintaining regular contact with clients by email, letter and telephone ensuring high levels of service and professionalism in all client interactions.
Assist in liaising with external advisors including investment advisers, asset managers, lawyers, accountants, brokers, tax advisers, auditors and other third parties as necessary regarding client affairs
Support in preparing and reviewing documentation to ensure accuracy and timely completion
Plan and prioritise assigned tasks to ensure that target/deadlines are achieved
Support the completion of annual review of trusts and companies within portfolio
Assist with closures and related administrative steps following standard procedures
Ensure all written and verbal communication is of the highest professional standard
Maintaining records of daily time spent on time billing modules
Assist with complying with all regulatory and legislative requirements in accordance with the regulatory licenses held by the business, including any codes of practice and regulatory guidance
Work towards obtaining a professional qualification recognised by the JFSC, such as STEP or ICSA and participate in training and development and CPD activities to build knowledge and confidence.
Any other tasks as may be required from time to time

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