Purpose of the role:
You will deliver a comprehensive first-class administrative service to a varied portfolio of clients in line with the defined business activities. Maintain and enhance client relationships on own portfolio and to supervise and develop junior team members.
Responsibilities:
- Administration of a varied portfolio of clients, in accordance with procedures
- Liaising with clients on day to day matters
- Responsibility for the maintenance of statutory books for own portfolio
- Responsibility for client appropriate regulatory documentation (including where appropriate NRL returns and HMRC filings)
- Coach more junior members of staff in respect of client day to day activities
- Coach more junior members of staff in relation to the procedures
- Monitor the workflow of more junior staff
- Coach more junior staff in relation to time management and prioritising skills
- Assist with the review of accounts/financial statements
- Delegating and reviewing the drafting of basic minutes and resolutions for meetings for own clients
- Drafting minutes and resolutions for meetings attended for senior staff’s clients by request
- Circulation of minutes to attendees for comments
- Finalising of minutes and arranging for signing
- Delegate payment instructions for own clients to more junior staff - as appropriate
- Review payment instructions prepared by more junior staff
- Understand the different requirements/process for payments for high risk clients
Skills required:
- Table 5 Qualification
- Sound academic background
- Studying for or a willingness to study for a table 4 qualification Experience
- 4 years relevant industry administration experience with at least 3 years’ experience in running own portfolio
- Experience of developing and coaching others on a one to one basis
- Experience of administering portfolio