Trainee Trust Officer/Administrator
Listed on 2026-01-19
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Finance & Banking
Accounting & Finance
Looking to begin your career in finance? Our client, an independent, owner‑managed trust business, is seeking a bright and ambitious trainee to join their Private Clients team!
Working under the guidance of more senior team members, you will assist with client administration matters, with duties including correspondence, completing forms & checklists, requesting CDD, preparing client documents, preparing payments and assisting with client meetings. As a trainee you will also be given ad‑hoc tasks to support the team, and this is a great opportunity to learn through hands‑on experience.
The successful applicant will have a strong academic background and be keen to pursue professional studies. You should ideally have a basic understanding of the financial services sector, and will possess good IT and communication skills, attention to details and a good level of numeracy & accuracy. This is an exciting new role, and you will receive full support in pursuing professional qualifications.
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