Purpose of the role:
You will deliver a comprehensive first-class administrative service to a varied portfolio of clients in line with defined business activities. You will have the opportunity to maintain and enhance client relationships on your own portfolio and 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)
- 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
- Delegate monitoring of receipt for own clients to more junior staff - as appropriate
- Email day to day correspondence for own clients - ready for review by senior staff
- Delegate more basic correspondence to junior staff, if appropriate and review prior to verification by senior staff
- All day to day correspondence for own clients
- Delegation of covering letters sending documents out and basic letters to more junior staff
- Draft minutes and resolutions for meetings for own clients
- 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
- Review data and escalate amendments as required to maintain data integrity
Skills required:
- Table 5 Qualification
- Sound academic background
- Studying for or a willingness to study for a table 4 qualification
- 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