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Business Support Administrator | Trust, Funds and Investments

Start your finance career in an entrepreneurial fiduciary business offering a supportive and friendly working environment and a wide range of development opportunities, as well as supporting a social culture, which celebrates the companies’ inclusive nature. Within this role you will support the client service teams with new business take on across trust company, fund and investment business areas.

Working as part of a team, you will take responsibility for a wide variety of tasks supporting the front office teams with direct responsibility for the set up and onboarding of a full range of wealth structures, ensuring that first class service is provided to clients.

This opportunity would suit a dynamic school leaver who may have some office experience as well as transferable skills and the ability to put client service at the centre of everything they do, building relationships with clients, client administration teams and third party intermediaries.

Responsibilities will include:

  • Supporting the client administration teams with statutory and management information tasks
  • Ensuring the delivery on internal and client commitments to agreed deadlines and to a high standard
  • Acting as first point of contact for prospective clients, providing reassurance and peace of mind during the transitional periods
  • Supporting the wider business by providing technical guidance on all opening matters
  • Ensuring that the business can meet its regulatory obligations in relation to client due diligence

Experience and skills required:

  • Strong verbal and written communication skills are critical to the position.
  • Ideally completed a business studies based course, however this is not essential
  • Willingness to study towards a relevant professional qualification (such as STEP or ICSA)
  • An eye for detail and an enquiring mind

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.

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Business Support Administrator | Trust, Funds and Investments
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