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Job ID 14717 Permanent Trainee / Graduate, Trust

Trainee Private Client Administrator


Start your career in private client services, supporting the administration of trusts, companies, and foundations while studying towards a professional qualification.

Key responsibilities:
⭐ Assist with administration of trusts, companies, and foundations
⭐ Support payment processing, receipts, and client changes
⭐ Maintain accurate client and entity records
⭐ Assist with company secretarial tasks (minutes, reports, transaction packs)
⭐ Support ad-hoc tasks and project work

What you’ll need:
⭐ Strong organisation and communication skills
⭐ Good IT skills and attention to detail
⭐ Willingness to learn and study towards a qualification
⭐ GCSEs in English and Maths (A-levels preferred)
⭐ Some office experience beneficial but not essential

Why join:
⭐ Full support towards professional qualifications
⭐ Entry-level role with clear career progression
⭐ Collaborative and supportive team environment

Have questions about this role? Let's talk...

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