Purpose of the role:
You will be responsible for delivering a first class administrative service to a varied portfolio of clients, be responsible for maintaining and enhancing client relationships on your own portfolio. You will also supervise and develop junior team members.
Responsibilities:
- Liaising with clients on day to day matters
- Delegate payment instructions for own clients to more junior staff
- Review payment instructions prepared by more junior staff
- Email day to day correspondence for own clients
- Delegate more basic correspondence to junior staff, if appropriate and review prior to verification by senior staff
- Analyse WIP for own clients
- Draft minutes and resolutions for meetings for own clients
- Provide support to team as necessary (e.g. systems and team specific procedures as well as back up)
Skills required:
- Table 5 Qualification
- Sound academic background
- Studying for or a willingness to study for:
- ICSA Diploma
- STEP Diploma
- Diploma in Fund Administration
- Any other Table 4 qualification
- 4 years relevant industry administration experience with at least 3 years’ experience in running own portfolio, preferably with exposure to corporate clients