An established and independent family office and fiduciary services provider is seeking a Trainee Administrator to join its client services team. This is an excellent opportunity for someone looking to start a long-term career in financial services, offering structured training, professional development support, and exposure to a varied portfolio of private wealth and family office clients.
What You'll Do
- Support administrators and managers with day-to-day client administration.
- Assist with onboarding new client relationships and maintaining client records.
- Prepare correspondence, reports, board packs, minutes and resolutions.
- Help coordinate client meetings and statutory filings.
- Process payments and assist with billing activities.
- Maintain accurate records, schedules and documentation.
- Support compliance processes, including CDD and client reviews.
- Develop technical knowledge through on-the-job training and professional study.
What You'll Need
- Good academic background, including English and Mathematics.
- Strong written and verbal communication skills.
- Good organisational skills and attention to detail.
- Proactive attitude with a willingness to learn and develop.
- Ability to prioritise workloads and work effectively within a team.
- Working knowledge of Microsoft Office.
- Previous office experience is beneficial but not essential.
- Commitment to studying towards a relevant professional qualification.
Why Join?
- Excellent entry point into the fiduciary and family office sector.
- Full training and support from an experienced team.
- Professional qualification support and career development opportunities.
- Competitive salary and discretionary bonus.
- Supportive and collaborative working environment with long-term progression prospects.
More information about this role is available upon request – contact the team today for further details.
Trainee Administrator employer: Alexander Daniels
As a Payroll Supervisor at our company, you will thrive in a supportive work culture that prioritises employee well-being and professional growth. We offer competitive salaries, comprehensive benefits, and opportunities for advancement, all within a dynamic environment that values teamwork and innovation.
