Purpose of the role:
You will be required to administer a client portfolio, under the supervision of a Line Manager. Be able to demonstrate a clear understanding of the client’s portfolio, including risk awareness, relationship management, and contractual and statutory obligations.
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 so as to minimise write-offs
- Review client structures, complete review processes for client entities, 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
Skills required:
- You must have attained or studying towards a relevant qualification