About the role/Purpose of the role:
The role holder will be required to administer a varied client portfolio, under the supervision of a Manager/Senior Manager. They should be able to demonstrate a clear understanding of the client’s portfolio, including risk awareness, relationship management and contractual and statutory obligations and assist with the smooth running and management of the team.
Key Responsibilities:
- Administer, monitor and where required manage, a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.
- Management of whole billing process for team, with a strong emphasis on recoverability, working in an efficient manner so as to minimise teams’ write-offs and maintain division’s KPIs.
- Review client structures, completing review process for clients’ entities, remaining aware of risk exposure, including the fulfilment of responsibilities under the review procedures.
- Awareness and adherence to contractual and statutory obligations under the Group’s policies, procedures and guidelines, including the Group’s core values and expected behaviours, acting as a guide in this respect to more junior members of the team.
- Assist line manager with the preparation and review of reports for management meetings.
- Review legal and tax advice where appropriate and be able to interpret / implement relevant advice as required.
- Check, maintain and ensure accuracy of own and team’s central diary systems to ensure that all deadlines are recorded and subsequently met.
- Ensure a professional service is provided to clients and intermediaries.
- Supervise and assist with the management and training of junior members of the team, conducting appraisals and performance management reviews if requested/appropriate.
- Check, delegate and monitor the work of junior members of the team and where appropriate ensure team’s adherence to their contractual obligations.
Skills required:
- Ability to work to deadlines and prioritize effectively.
- 5 years extensive administration experience.
- Good analytical skills.
- Ability to collate and present information in a clear and concise manner.
- Self-motivated with a positive approach, strong work ethic and willingness to learn.
- Highly organised with strong attention to detail.
- Excellent written, verbal and interpersonal skills.
- Competent in all Microsoft applications.
- Hold or be studying towards STEP or ICSA.