Purpose of the role:
Under the supervision of a senior team member the successful candidate will be expected to work independently, acting as the primary day to day contact to deliver a range of administration services to a varied portfolio of clients and related entities.
Responsibilities:
- Process and approve bank payments, reconcile payment logs, and ensure accurate record-keeping.
- Manage invoicing processes, including the production and circulation of invoices, fee collection and managing debtor positions.
- Monitor WIP and billing, ensure fee agreements are adhered to, and undertake fee reviews where necessary.
Skills required:
- 4–6 years’ relevant experience in the finance industry is preferred, within Private Wealth or trust and fiduciary administration.
- Strong academic background; Bachelor’s degree or equivalent preferred.
- Working towards or holding a relevant professional qualification such as STEP or ICSA.