Trainee Corporate Services Administrator

Kick‑start your career in Corporate Services with hands‑on experience, real responsibility, and continuous training.

This is a fantastic opportunity to learn how to manage your own portfolio of clients while building the skills, knowledge, and professional confidence needed to grow into a full Corporate Services professional. You'll work closely with experienced team members, gain exposure to client work from day one, and be supported every step of the way.

What You'll Be Doing

As a Trainee, you'll play a key role in supporting the administration of a varied portfolio of trusts and companies. You'll learn how the industry works from the inside out, including:

Client & Portfolio Support

• Assisting with the administration of trusts and companies, becoming familiar with all aspects of client management
• Communicating directly with clients at the right level, helping you build confidence and professional rapport
• Handling emails, calls, and other correspondence, ensuring client managers are kept informed of anything important

Financial & Investment Awareness

• Reviewing investment portfolios and understanding how they operate within trust and company structures
• Liaising with investment managers, brokers, and intermediaries to keep information up to date
• Carrying out checks on accounts, preparing periodic valuations and reports, and sending these to clients

Governance & Documentation

• Preparing straightforward trust resolutions and company minutes
• Completing payment instructions and ensuring accurate data entry in online banking systems
• Supporting fee administration, from settling invoices to liaising with supervisors about outstanding items

Regulatory & Compliance Learning

• Staying up to date with industry regulations and legislative changes
• Ensuring CDD requirements are met at all times
• Keeping accurate records and ensuring all work is properly reviewed and supervised

Operational Support

• Using effective time management to meet deadlines and maintain quality
• Carrying out general office duties when required
• Recording all time clearly in the company's time recording system
• Working towards financial performance targets with guidance from management

What This Role Offers You

Hands‑on experience with real clients
Exposure to industry experts and mentorship from senior staff
A structured path to grow into managing your own client portfolio
A supportive environment where learning is encouraged
A strong foundation for a long‑term career in Corporate Services