Trainee Administrator: Launch Your Career in Wealth

Alexander Daniels

Jersey Marine

Hybrid

GBP 21,000 - 27,000

Full time

3 days ago
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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

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.

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