Purpose of the role:
You will be required to administer a client portfolio, under the supervision of a Senior Administrator/Assistant Manager. You 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, performing all administrative tasks required with a high level of accuracy and diligence, 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
- Awareness and adherence to contractual and statutory obligations under the Group’s policies, procedures, and guidelines, including the Group’s core values and expected behaviours
- Check, maintain and ensure accuracy of the central diary system relevant to client portfolio managed, to ensure deadlines are recorded and subsequently achieved
- Maintain accurate and up to date records of client entities, ensuring all statutory obligations are complied with
- Adhere to CPD requirements in accordance with qualification level and in-house procedures
Skills required:
- Excellent planning and organisation skills with a flexible approach to work
- Ability to review and resolve issues
- Ability to self-motivate and work pro-actively with the rest of the team to achieve excellent client service
- A positive “can do” attitude and a good team player
- Good keyboard skills including MS Excel and ability to learn systems used within the business (Essential)
- You should ideally be studying or looking towards studying a relevant professional qualification