Trainee Administrator

Alexander Daniels; Jersey Marine; Hybrid; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Professional qualification support

Structured training

Career development opportunities

Job summary

Alexander Daniels is seeking a Trainee Administrator to join its client services team within the private wealth and fiduciary sector. This is an excellent entry point for building a long-term career, offering structured training, professional development support and exposure to a varied portfolio of clients.

You will receive on-the-job training, study towards a relevant professional qualification, and join a supportive team with clear progression opportunities.

Qualifications

• Excellent written and verbal communication skills.
• Strong organisation and attention to detail.
• Willingness to learn and develop professionally.
• Ability to work in a team and manage priorities.

Responsibilities

• Support day-to-day client administration for the team.
• Assist onboarding new client relationships and maintain records.
• Prepare correspondence, reports, minutes, and board packs.
• Coordinate client meetings and statutory filings.
• Process payments and assist with billing.
• Maintain accurate records and documentation.
• Support compliance processes including CDD and client reviews.
• Develop technical knowledge through on-the-job training.

Skills

Organisational skills

Attention to detail

Strong written and verbalcommunication

Teamwork

Proactive attitude

Learning mindset

Education

GCSEs or above including English and Mathematics

Tools

Microsoft Office

Job description

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.