Purpose of the role:
Reporting to the Client Services Manager, you will 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.
Responsibilities:
- 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
- Ensure that you have an understanding of the transactions you are working on, provide technical support and training to other employees as and when required
- Ensure client expectations are properly managed and valuable relationships are nurtured
- Assist with the effective management of day-to-day activities to include timely processing of work, meeting transactional and internal procedural deadlines, recording time (if applicable) and managing WIP and debt collection
- Appropriately delegate work and utilise the resources within the team to ensure client services are maintained at the expected standards
Skills required:
- A solid academic background together with a relevant professional qualification such as STEP or ICSA is essential
- Good working knowledge of Microsoft desktop software. Knowledge of specialist software e.g. Document Management Systems (Worksite) and Viewpoint will be an advantage
- Must be able to demonstrate initiative, be proactive, accurate, and well-organised
- Good communication and interpersonal skills are essential, together with the ability to build relationships, working as part of a team to achieve a common goal and be self- motivated and career driven