Purpose of the role:
We have an exciting opportunity for an experienced Senior Administrator to join a highly regarded Private Client team.
Responsibilities:
- Administer a portfolio of structures in compliance with policies and procedures as set down in the company procedures manual and local legal and regulatory requirements, the diversity and complexity of which will be dependent on the experience and knowledge
- Ensure that clients are dealt with in a professional manner
- Identify and raise technical issues and potential problems with Line Manager
- Undertake a variety of banking, investment and financial transactions within the jobholder’s authority
- Ensure that new client business allocated is thoroughly researched and that the client’s requirements are understood
- Meet productivity target and input timesheets daily
- Control debtors to the level determined by Line Manager and minimize credit notes issues
- Meet CPD targets
Skills required:
- Category “C” employee
- Minimum of 30 months’ experience in a similar role
- Hold or be studying towards a relevant “Table 5” professional qualification as defined by the JFSC
- Good time management skills and Interpersonal skills
- Know when to seek advice
- Expertise in all MS Office packages (Word, PowerPoint, Excel, Outlook)
- Fluent in both written and spoken English