Our client is seeking an Administrator to support the delivery of administration for client portfolios within Private Client Services. The role involves working closely with senior team members to manage fiduciary structures in Geneva and assisting with administrative tasks across the department. This is a hybrid role, offering a permanent position within the Private Client Services division.
Job Duties:
- Liaise with intermediaries and clients under the supervision of senior team members.
- Monitor and maintain the central diary system to meet deadlines.
- Participate in the review process to gain additional exposure and experience.
- Prepare corporate documentation and assist with billing and debt collection processes.
- Prepare payments, letters, and settle bills for client entities.
- Handle routine administrative tasks such as photocopying, scanning, and filing documents.
- Assist team members with various administrative responsibilities.
- Ensure adherence to risk management, compliance procedures, and AML regulations.
- Maintain CPD requirements as per qualification level and internal procedures.
- Uphold company values and guiding principles in all activities.
- Maintain 90% chargeable time as required.
Job Requirements:
- Minimum of 5 GCSEs or equivalent, including Maths and English, and an interest in pursuing a career in finance.
- Willingness to begin studying towards a relevant professional qualification.
- Strong analytical skills and attention to detail.
- Proficient in collating and presenting information clearly and concisely.
- Self-motivated with a positive attitude, strong work ethic, and eagerness to learn.
- Highly organised with excellent written, verbal, and interpersonal skills.
- Competence in Microsoft applications.
- Ability to prioritise tasks and meet deadlines effectively.
What You’ll Love:
This is an excellent opportunity to join a dynamic team, develop professional skills, and progress your career within private client services. You will be supported in your growth and encouraged to achieve your professional aspirations. We look forward to receiving your application.
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