Administrator, Private Clients

Do you have 2-3 years' experience within Trust and do you consider yourself to be super organised? Our client is seeking an Administrator to join their Private Client team.

Key Responsibilities

• Administrating a defined client portfolio
• Maintaining client files and ensuring documents are filed correctly
• Undertaking billing and debt collection
• Processing assets held within client portfolios 
• Preparing written correspondence
• Supporting senior management with training more junior members of staff

Ideally you will hold, or be working towards a professional qualification (ICSA or STEP). A strong client focus is required along with a great attitude to collaborative working. If this sounds interesting, get in touch to register!