Our client is seeking an Administrator to join their Private Client Services division on a permanent, hybrid-working basis. The successful candidate will support the administration of a varied portfolio of private client entities under the supervision of senior team members. This is an excellent opportunity for an organised and motivated individual to build a career in financial services, with support to pursue relevant professional qualifications.
Job Duties:
- Assist with the administration of client portfolios under supervision
- Liaise with clients and intermediaries as required
- Maintain and monitor central diary systems to ensure deadlines are met
- Support the billing process and collection of outstanding fees
- Prepare payments, correspondence, and settle client bills
- Draft corporate documentation as needed
- File, scan and photocopy documents as part of daily administrative tasks
- Assist with client reviews from a trainee perspective for learning and development
- Maintain compliance with AML regulations and internal procedures
- Meet chargeable time targets and CPD requirements where applicable
- Uphold company values and complete other duties as required by management
Job Requirements:
- Good organisational and time management skills
- Ability to prioritise tasks and work to deadlines
- Strong analytical and communication skills
- Attention to detail and a willingness to learn
- Positive attitude and professional work ethic
- Competency in Microsoft Office applications
- Willingness to study towards a professional qualification
- Recent completion of A Levels, BTEC or equivalent, and an interest in a finance career
What You’ll Love:
Our client provides a supportive and structured environment for individuals beginning their career in private client services. With hybrid working, professional development opportunities, and a collaborative team culture, they are committed to helping staff grow and succeed in the financial services sector.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
