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Administrator - Private Client
- To be advised
- Permanent, Full Time
- Closing in 52 days
- Search and Select Recruitment Agency
Our client seeks an Administrator - Private Client to join their team. Role Profile: The role holder will be required to assist in the administration duties and activities that are required to support the successful delivery of administration for a client portfolio(s) and assisting in supporting a portfolio of fiduciary structures. This will be under the supervision of the Senior Administrator / Assistant Manager and Manager. Key Responsibilities: Liaise with intermediaries/clients as necessary and under the supervision of more senior team members. Check and maintain the central diary system to ensure that deadlines are met. Involvement in the review process from a trainee perspective to gain further exposure. Prepare necessary corporate documentation, assist with the billing and collection of debtors; process. Prepare payments, letters, and settle bills on behalf of client entities. Perform various tasks such as photocopying, scanning and filing of documents. Assist various members of the administration team with routine administrative tasks. Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation. Adhere to CPD requirements in accordance with qualification level in-house procedures, if applicable. Adhere to the core values and guiding principles. Any other duties as deemed necessary by Management. Maintain 90% chargeable time. Key Skills and Experience: Ability to work to deadlines and prioritise effectively. Good analytical skills.Ability to collate and present information in a clear and concise manner. Self-motivated with a positive approach, strong work ethic and willingness to learn. Highly organised with strong attention to detail. Excellent written, verbal and interpersonal skills. Willing to commence study towards a relevant professional qualification. Competent in all Microsoft applications. Hold a minimum of 5 GCSE's or equivalent, including Maths and English language and seeking a career in Finance.
If you have the required skills please apply online at searchandselect.com quoting reference number: 15502
