Purpose of the role:
Reporting to the Client Services Manager, you'll be responsible for providing high quality administration for a portfolio of corporate and fiduciary clients with particular emphasis on the client service aspects of the business, delivering excellent client services levels at all times. You'll be involved in the full life cycle of our clients, including the client take-on process and all aspects of the ongoing administration of the client.
Responsibilities:
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Manage and be wholly responsible for the administration of a diverse portfolio of corporate and fiduciary clients and ensure that client relationships and administration are conducted effectively and to a high standard
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Ensure that you have an understanding of the transactions you are working on, providing technical support and training to other employees as and when required
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Ensure client expectations are properly managed and valuable relationships are nurtured
Skills required:
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Proven corporate administration experience
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You'll hold or be studying towards a relevant professional qualification (such as STEP or CGI)
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Good working knowledge of Microsoft desktop software