Our client is seeking a Junior Professional Officer to join their team on a permanent, full-time basis. The successful candidate will support the Client Officer and Senior Client Officer in delivering a range of client administration activities. This is an excellent opportunity for an individual with a strong academic background, keen to develop a career in client services within a supportive environment.
Job Duties:
- Assist Client Officers and Senior Client Officers with managing their caseloads
- Support administrators with routine client enquiries via telephone and written communication
- Aid in monitoring WIP and Key Performance Indicators
- Actively monitor and complete tasks on time with the support of a Client Officer or Senior Client Officer
- Assist with training and supporting less experienced colleagues
- Develop knowledge of WIP, KPIs, billing processes, and fee quoting with guidance
- Support general portfolio administration including photocopying, scanning, and filing
- Undertake post reviews, ensuring accurate classification, scanning, and dating of documentation
- Assist with routine bookkeeping tasks, ensuring timely and accurate completion
- Prepare draft trustee minutes and related documentation
- Identify and suggest improvements to procedures and controls
- Accurately record time spent on client matters using Navision
- Maintain and update database records
- Collate supporting documentation for the preparation of annual financial statements
- Assist administrators with investment-related work
- Prepare payments and assist with client transactions
- Ensure bookkeeping and bank reconciliations are completed within specified timeframes
Job Requirements:
- A good academic record with at least 5 GCSEs grade 5–9 (A–C) including English and Mathematics
- Strong organisational and time management skills
- Good communication skills
- High attention to detail
What You’ll Love:
Our client provides an engaging and structured working environment, with clear pathways for career development and professional growth. Focused on excellence and continuous improvement, they offer comprehensive training and mentoring opportunities, helping individuals to achieve their full potential.
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