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Assistant Client Officer - Private Client

Purpose of the role:

To carry out a range of client administration activities under the supervision of a Client Officer/Senior Client Officer.

Responsibilities:

  • Assist Client Officers/Senior Client Officers with the management of their case loads
  • Assist Administrators with routine client enquiries both over the phone and via written communication
  • Assist Administrators in monitoring of WIP and Key Performance Indicators
  • Active monitoring and timely completion of activities with the support of Client Officer/Senior Client Officer
  • Assist in the training of/work with less experienced colleagues according to the knowledge base and acquired skill set
  • Develop a knowledge of WIP and KPIs with the assistance of Client Officer/Senior Client Officer and develop a knowledge of the billing process and assisting administrator on fee quotes as required
  • Support Administrators with general administration of their portfolio including photocopying, scanning and filing
  • Undertake post reviews on a rotational basis for classification, scanning and responsibility for regularly reviewing the outstanding documents report and ensuring accurate dating of documentation on a timely basis
  • Assist Administrators with routine bookkeeping ensuring that it is completed in a timely and accurate manner

Skills required:

  • A good academic record with at least a grade 5-9 (A-C) or above at GCSE level in English and Mathematics
  • Good organisation and time management skills
  • Attention to detail

Private Client

454

 

Private Client

454

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