Trainee Administrator at Apex Group

Role Summary:

• As a Trainee Administrator at Apex Group, you will support the delivery of high-quality corporate administration services to a portfolio of clients, working closely with experienced colleagues to ensure compliance with regulatory requirements and client expectations. You will assist with company secretarial and governance activities, prepare corporate documentation, coordinate board meetings, maintain accurate records and client data, and build strong relationships with key stakeholders. This role offers an excellent opportunity to develop technical, regulatory and client service expertise within a collaborative and fast-paced financial services environment.

The Role & Key Responsibilities:

• Support the administration of a diverse portfolio of clients, delivering exceptional service while ensuring compliance with regulatory requirements and company standards.
• Prepare and maintain corporate and compliance documentation, including board minutes, resolutions, entity lifecycle documents and regulatory filings.
• Coordinate board meetings from start to finish, including the preparation and distribution of board packs and attendance at meetings where required.
• Build strong relationships with clients, intermediaries and third parties, becoming a trusted point of contact for day-to-day queries.
• Assist with client onboarding, entity set-up and closure processes, maintaining accurate records across internal systems and banking platforms.
• Complete client and investment reviews in line with agreed deadlines, identifying and escalating any risks, issues or discrepancies.
• Draft professional correspondence, reports, banking instructions and other client communications to a consistently high standard.
• Review financial information and documentation, proactively investigating and resolving discrepancies where required.
• Manage workloads effectively, accurately record time, and contribute to the achievement of team and business objectives.
• Collaborate with colleagues to drive operational excellence, continuously develop technical knowledge, and contribute to a positive, high-performing team environment..

Qualifications and skills:

• Bachelors or Masters in Law/Finance degree.
• Ability to work as part of a team and retain information quickly.
• Ability to present ideas in user-friendly, business-friendly and technical language.
• Proven analytical and problem-solving abilities.
• Ability to effectively prioritise and execute tasks in a fast paced environment.
• Exceptional communication and customer service skills.
• Experience working in a team-oriented, collaborative environment.

Nice to have:

• Ideally studying towards a professional qualification recognised by the JFSC, or above.
• Good working knowledge of Word, Excel, Outlook with the ability to learn other relevant systems and use of all other office equipment.
• Ability to multi-task, prioritise workloads and manage timescales.
• Attention to detail and accuracy.
• Strong organisational skills.