Our client is seeking a Senior Administrator to join their Private Client Services department on a permanent basis. This role involves administering a client portfolio under the supervision of a Line Manager. The successful candidate will demonstrate a clear understanding of the client's portfolio, including risk awareness, relationship management, and contractual and statutory obligations.
Job Duties:
- Administer and monitor a client portfolio within agreed timescales, investigating and suggesting enhancements where necessary to ensure timely and effective client care.
- Complete the review process for client entities and be aware of risk exposure, including fulfilling responsibilities under the review procedures.
- Review legal and tax advice where appropriate, interpreting and implementing relevant advice as required.
- Check, maintain, and ensure accuracy of the central diary system relevant to the client portfolio to ensure deadlines are recorded and achieved.
- Maintain accurate and up-to-date records of client entities, ensuring compliance with all statutory obligations.
- Manage billing and cash collection processes, minimising write-offs where possible and ensuring awareness of recoverability.
- Assist with the management and training of junior members of the team.
- Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and anti-money laundering legislation.
- Comply with continuing professional development requirements in accordance with qualification level and in-house procedures, if applicable.
- Uphold the organisation's core values and guiding principles.
- Maintain a chargeable time target of 90%.
Job Requirements:
- Ability to work to deadlines and prioritise effectively.
- Extensive administration experience.
- Good analytical skills.
- Ability to collate and present information clearly and concisely.
- 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.
- Competent in all Microsoft applications.
- Hold or be studying towards a relevant professional qualification.
What You’ll Love:
This role offers the chance to play a key part in maintaining and enhancing the jurisdiction’s reputation. You will work in a collaborative environment with opportunities to develop your skills in regulatory oversight, policy creation, and risk-based supervision. The organisation values professional growth and offers ample opportunities for training and career development.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here
