Trainee Client Services Admin: Launch Your Fiduciary Career

Leapfrog Recruitment Consultants

United Kingdom

On-site

GBP 18,000 - 24,000

Full time

14 days+

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Job summary

Leapfrog Recruitment Consultants in Guernsey is seeking an enthusiastic entrant for a fiduciary administration role. You will assist with trust and company client portfolios, set up records, prepare board materials, and support clerical tasks under supervision to build a professional career.

The position welcomes candidates with strong A-Level results and excellent communication, organisational and IT skills.

Qualifications

Strong A-Level results or equivalent.
Excellent communication, organisational and IT skills.
Willingness to undertake relevant professional studies is important.

Responsibilities

Assist with the administration of trust and company client portfolios.
Set up and maintain accurate client, entity and statutory records.
Prepare Board minutes, corporate authorities and shareholder resolutions.
Draft banking instructions, workflows and statutory returns.
Assist with bookkeeping, invoicing and maintaining financial records.
Support client reporting and respond to information requests under supervision.
Assist with preparations for client and internal meetings.
Support the development and testing of procedures, templates and best practice.
Ensure work is completed in accordance with regulatory requirements and internal procedures.
Provide general administrative support to ensure clients are serviced efficiently.