Purpose of the role:
The role reports to a Manager/ Senior Manager within a team of people supporting the needs of the clients’ portfolios. You will be required to administer a client portfolio, under the supervision of a Line Manager.
Responsibilities:
- Administer and monitor a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care
- Manage own billing and cash collection/debtors process, have an awareness of recoverability and work in an efficient manner to minimise write-offs
- Review client structures, complete review processes for client entities, and remain 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
- Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required
- Ensure a professional service is provided to clients and intermediaries
Skills required:
- Excellent communication skills (both written and oral)
- High attention to detail
- Completer/finisher
- Ability to work to tight deadlines
- Preferred but not essential – Professional qualification (ACCA/ICSA/STEP)