16 Aug 2021

Senior Administrator- Private Client Services

Ref 33771

Our client is seeking a Senior Administrator to join their Private Client Services team, to administer a client portfolio, under the supervision of a Line Manager.  

Main responsibilities and duties:

  • Administer and monitor a varied client portfolio within the timescales set and agreed, investigateing and suggesting enhancements where necessary, ensuring timely and effective client care
  • Manage own billing and cash collection / debtors process, have an awareness of recoverability and work in an efficient manner so as to minimise write-offs
  • Review client structures, complete review processes for client entities, remain aware of risk exposure, including the fulfilment of responsibilities under the review procedures
  • Display a sense of awareness and adherence to contractual and statutory obligations under the Group’s policies, procedures and guidelines, including the Group’s core values and expected behaviours
  • Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required

Candidates must have attained or be studying towards a relevant qualification

 

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