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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:

  • Liaise with intermediaries/clients as necessary and under the supervision of more senior team members
  • Check and maintain the central diary system to ensure that deadlines are met
  • Involvement in the review process from a trainee perspective to gain further exposure
  • Prepare minutes and assist with the billing and collection of debtors’ process
  • Perform various tasks such as photocopying, scanning, filing, and binding of documents
  • Generally assist various members of the group with routine administrative tasks

Skills required:

  • Minimum A-Level qualifications or equivalent
  • Ability to work to deadlines and prioritise effectively
  • Excellent attention to detail
  • Strong communication skills with an enthusiastic and helpful outlook
  • Reliable, dependable, trustworthy and confidential
  • Willing to commence study towards a relevant professional qualification
 

Private Client

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