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Senior Client Administrator - Fund Services

Purpose of the role:

as the Senior Administrator, you will be responsible for servicing existing client funds to a high standard.

Responsibilities:

  • Providing support and assistance for Administrators and Trainee Administrators and perform certain mentoring roles
  • Assisting with group-wide projects where senior staff input is required
  • Performing complex technical work on fund administration on a day to day basis and be seen as a technical expert within the team
  • Helping the manager to identify training needs and areas for development for Administrators/Trainees
  • Communicate regularly direct with the client on day to day duties and own responsibility for the execution and delivery of actions agreed as part of the client CRM plan e.g. Client plans, Action Tracker
  • Ideally studying towards the final stages of ICSA or ACCA or other relevant qualification

Skills required:

  • A-Levels or degree
  • Final stages of relevant professional qualification advantageous
  • Ideally a minimum of 2 years’ experience as an administrator while still being involved and performing day to day administration of the fund structure
  • Listening and understanding questions from others both from the clients and from team members
 

Fund Administration

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