Purpose of the role:
In this role, you will assist with the supervision, management and development of a team of Administrators. You will deliver a comprehensive first-class administrative service to a portfolio of more complex and high net worth clients in line with the defined business activities and maintain and enhance client relationships on own portfolio.
Responsibilities:
- Responsibility for a portfolio of clients (including complex clients)
- Travel to meet with clients
- Liaise with own clients
- Delegate tasks as appropriate for own clients to junior team members
- Detailed knowledge of the differing requirements/ processes for high-risk clients
- Assist with the review of financial statements for own portfolio
- Liaise with all intermediaries and external agents such as auditors and the JFSC in respect of own clients
- Act as a ‘C’ authorised signatory
- Supervise more junior team members
- Assist with the management of the workflow of junior team members
- Review of incoming post for own clients and that of directly reporting junior team members
- Perform high-level review of client accounts/financial statements
- Review data and escalate amendments as required to maintain data integrity
Skills required:
- Table 4 qualification such as (but not restricted to)
- ICSA Diploma
- STEP Diploma
- Any other Table 4 qualification
- 6 years’ relevant industry administration experience
- Experience of developing and coaching others on a one to one basis
- Experience in a supervisory role