Purpose of the role:
You will be responsible for delivering a first class administrative service to a varied portfolio of clients. You will be responsible for maintaining and enhancing client relationships on your own portfolio. You will also 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
- Preparing draft agenda
- Producing reports - delegating as appropriate
- Draft minutes and resolutions for meetings for own clients
- Delegating and reviewing the drafting of basic minutes and resolutions for meetings for own clients
- Assist with the review of accounts/financial statements
- 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
- 4 years relevant industry administration experience with at least 3 years’ experience in running own portfolio, preferably with exposure to corporate client
- Table 5 Qualification