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Assistant Administrator - Private Client Services

Purpose of the role:

This excellent opportunity to assist in the administrative duties and activities that are required to support the successful delivery of administration for a client portfolio. This will be under the supervision of the Manager.

Responsibilities:

  • Assist team members with the processing of payments. To include the setting up of bank accounts and payee records
  • Liaise with intermediaries/clients as necessary and under the supervision of team members as required to support the processing of payments
  • Check and maintain the daily filing of the incoming post under the guidance of team members
  • Assist with the collection of fees and the delivery of invoices to clients
  • Perform various tasks such as photocopying, scanning, filing, collation of due diligence, and binding of documents

Skills required:

  • Well organised with a flexible approach to work
  • Good keyboard skills including MS Excel and ability to learn systems used within the business
  • A positive can-do attitude and a good team player

 

Private Client

808

 

Private Client

808

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