Purpose of the role:
The role holder will be required to administer a client portfolio, under the supervision of a Senior Administrator / Assistant Manager or given Line Manager. They should be able to demonstrate a clear understanding of the client's portfolio, including risk awareness, relationship management and contractual and statutory obligations.
Responsibilities:
- Administer and monitor a client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.
- Manage own billing and cash collection / debtors process and minimise write-offs where possible.
- Complete the review process for client entities and be aware of risk exposure, including the fulfilment of responsibilities under the review procedures.
Requirements:
- Have an understanding of funds and corporate structures.
- The successful applicant should hold a legal or compliance qualification and have the ability to interpret and understand complex legislation and technical guidance.
- High attention to detail.