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- Tasks: Assist in fund administration and company secretarial matters while learning on the job.
- Company: Join Aztec, a dynamic company focused on client partnerships and operational excellence.
- Benefits: Receive training for professional qualifications and enjoy a supportive work culture.
- Other info: Hybrid working model with a focus on teamwork and client relationships.
- Why this job: Kickstart your career in finance with hands-on experience and growth opportunities.
- Qualifications: Desire to study for a professional qualification and basic computer skills.
The predicted salary is between 25000 - 32000 £ per year.
At Aztec, we provide talented and dynamic individuals with the opportunity to build a rewarding career. We’re an ambitious company, committed to building long-term partnerships with our clients and delivering operational excellence at every stage of their fund’s lifecycle. Our culture is what makes us a standout place to work. Our people are at the heart of our business: putting clients first; delivering service excellence; working as one team; building lasting connections and embodying our values and purpose. Join our journey and discover what makes us the bright alternative.
About the role:
Reports to Client Relationship Manager. As a business that specialises in fund administration, our Trainee Fund Administrator programme is key to our success. We recruit the best and over time we will train you up to become one of our leading, fully CGI qualified, Fund Administrators. Whilst studying for your qualifications you will be assisting with the day to day administration of fund structures under the direction of a Client Relationship Manager.
Key responsibilities:
- Assist with all aspects of the administration of funds, management companies and associated fund structures
- Assist with all aspects of company secretarial matters including the preparation of agendas, collation and distribution of board packs, obtaining directors availability and drafting minutes for routine meetings
- Undertake routine office and clerical tasks where necessary
- Prepare manual and electronic payment instructions to settle fund expenses
- Maintain accurate investor records on eFront and process investor changes
- Assist in the processing of routine fund operations, including investor calls and distributions
Skills, knowledge, expertise:
- The candidate should have a desire to study towards a relevant professional qualification (supported by the Aztec Group)
- Basic technical knowledge (relevant in-house training to be provided through the Aztec Academy)
- Computer literacy and interpersonal skills are essential
We will provide the training, both in house for relevant technical knowledge and also for professional qualifications to enhance both your professional development and ability to provide sound administration services. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients are at the heart of what we do.
Trainee Fund Administrator in Southampton employer: The Aztec Group
Contact Detail:
The Aztec Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Fund Administrator in Southampton
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and think about how you can contribute to their mission. This will help you stand out as someone who truly gets what they’re all about.
✨Tip Number 3
Practice your interview skills with friends or family. Get comfortable talking about your experiences and how they relate to the role of a Trainee Fund Administrator. The more you practice, the more confident you'll feel when it’s time to shine.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect with us directly.
We think you need these skills to ace Trainee Fund Administrator in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee Fund Administrator role. Highlight any relevant coursework or projects that show your interest in fund administration.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity at Aztec and how your values align with ours. Keep it personal and engaging!
Showcase Your Interpersonal Skills: Since building relationships is key in this role, mention any experiences where you've successfully worked in a team or communicated effectively with others. We love seeing those people skills!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy and ensures your application goes straight to us!
How to prepare for a job interview at The Aztec Group
✨Know Your Stuff
Before the interview, make sure you understand the basics of fund administration. Brush up on key terms and processes related to fund structures and company secretarial matters. This will show your enthusiasm and readiness to learn.
✨Show Your People Skills
Since this role involves close working relationships with clients and colleagues, be prepared to discuss examples of how you've successfully worked in a team or built connections in previous roles. Highlighting your interpersonal skills can set you apart.
✨Ask Smart Questions
Prepare thoughtful questions about the company culture and the Trainee Fund Administrator programme. This shows that you're genuinely interested in the role and want to understand how you can contribute to their success.
✨Demonstrate Your Willingness to Learn
Emphasise your eagerness to study for professional qualifications and adapt to new systems. Share any past experiences where you quickly learned something new, as this aligns perfectly with what they’re looking for in a candidate.