Purpose of the role:
As an experienced Administrator within a Real Estate Corporate team, you will be responsible for delivering a first-class administrative service to a small portfolio of clients, maintaining and enhancing client relationships on your own portfolio.
Responsibilities:
- Administration of a small portfolio of clients, in accordance with procedures
- Liaising with clients on day to day matters
- Assist more senior members of staff with their client portfolio
- Prepare payment instructions for online banking systems and written instructions, with supporting documents for own clients
- Understand the different requirements/process for payments for high-risk clients
- Maintain schedule of payments required for own clients
- Drafting minutes and resolutions for meetings for own clients
- Analyse WIP for own clients
- Prepare BCF (billing control forms)
- Send out invoices to clients
- Prepare payment instructions for online banking systems and written instructions, with supporting documents for own clients
- Understand the different requirements/process for payments
Skills required:
- Sound academic background
- Studying towards: -
- COA
- ICSA Certificate in Offshore Finance Administration
- STEP Foundation Certificate in International Trust Management
- Certificate or Diploma in Fund Administration
- Studying for or a willingness to study for: -
- ICSA Diploma
- STEP Diploma
- A minimum of 2 years’ relevant industry experience, preferably administering corporate clients