Trainee Administrator – Private Clients & Family office in Surrey

Trainee Administrator – Private Clients & Family office

Job description

To work with a dedicated mentor on a portfolio of clients, and to work collaboratively with other members of the team to assist in the provision of trust and company administration services in accordance with regulatory requirements, service levels and company standards so as to meet with client expectations.

As part of our Trainee Administrator Programme, the successful candidate will learn and develop the necessary skills and experience to administer a portfolio of client entities. As with any role level within our business, we are dedicated to the development of all staff.

  • Work as part of a team demonstrating a positive ‘can do’ approach and sharing knowledge and workload
  • Develop technical knowledge relevant to client administration activities, developed through internal and external training
  • Work effectively and efficiently and ensure all time charged is reasonable and justified, and is entered on the time recording system on fa daily basis
  • Meet centrally defined chargeable time requirements
  • Regularly familiarise yourself with Apex policies and procedures as amended from time to time
  • Take responsibility for the preparation of relevant documentation, compliance files and systems (NavOne and banking systems)
  • Develop an understanding of the relevant legal and regulatory requirements
  • Ensure all tasks are completed in accordance with legal, regulatory and internal requirements
  • Take accountability in all tasks assigned, and for the quality and accuracy of own data entries
  • Develop an awareness of risks involved in administration activities
  • Develop and maintain an awareness of client requirements and expectations by liaising with, and providing feedback to agree appropriate actions
  • Adopt a ‘right first time’ approach
  • Develop an understanding of bookkeeping (double entry transactions) and the purposes of a set of financial accounts, and record all bookkeeping in a timely manner on Dynamics.
  • Extra information

    Education Level
    Working hours per week
    4 - 40
    Type of Contract
    Casual / Part Time Jobs
    Published at
    Profession Sub-category
    Customer Service
    Full UK/EU driving license preferred
    Car Preferred
    Must be eligible to work in the EU
    Cover Letter Required

    Customer Service Jobs | Casual / Part Time Jobs | Other

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