Trainee Administrator

The Role

You will work as part of a welcoming and supportive team who are responsible for administering a varied and interesting portfolio of family office clients. Your role will involve supporting the manager and administrators in the team with a range of tasks to ensure they deliver the highest quality levels of service to our clients. You will be trained and developed in all areas of client administration, giving you a great grounding to starting a career in administration.

Key Result Areas

• Provision of proactive support to team to ensure excellent service delivery to clients in line with Crestbridge Fiduciary standards, procedures and guidelines.
• Maintain and update client documentation accurately.
• Take responsibility for your personal development, in line with agreed performance objectives and development plans.
• Be a role model and ambassador for Crestbridge Fiduciary, always acting in accordance with our core values.