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Administrator - Private Client Services

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
 

Private Client

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