Purpose of the role:
You'll assist with the overall management of one of the Client Service teams and to effectively administer a portfolio of client entities, within Client Services, providing a high quality client service in a profitable manner
Responsibilities:
- Responsible for administration of a portfolio of complex clients including the preparation and/or review of relevant documentation in an accurate and efficient manner, maintaining a courteous and professional approach with both external and internal clients, at all times
- Ensure that client files are maintained to a high standard
- Assist with the technical queries that arise within the team, guiding and training more junior members of the team in respect of those technical matters
- Maintain relationships with clients and develop a full understanding of client business in order to identify opportunities to cross sell the products offered
- Assist with the day to day management of a team of administrators in the absence of the manager, controlling and supervising the workload to ensure work is completed in an accurate, efficient and timely manner and advising on technical matters or client-related problems
Skills required:
- Hold or be working towards an industry relevant qualification and commit to maintain professional knowledge through attendance at relevant seminars, webinars, presentations and reading
- Possess a good understanding of any relevant tax legislation and demonstrate a willingness to understand tax changes as they arise
- Demonstrate a good understanding of external regulations and legislation and of the internal policies and procedures including anti-money laundering risk ratings and signing limit