Senior Administrator, Client Services

The role of Senior Administrator, Client Services involves supporting team members under the guidance of the Client Services Associate Director. Responsibilities include accurately dealing with all issues and administrative tasks in accordance with the strategic plan, regulatory requirements, the firm’s service levels, and organisational standards to meet client expectations. The Senior Administrator will manage a portfolio of Real Estate clients, where knowledge of limited partnerships is advantageous. Key duties include assisting in the management and review of investments and client assets, preparation of meeting minutes and resolutions, processing financial transactions such as dividends, distributions, and loans, and maintaining company and trust records, including client due diligence. Participation in ad hoc projects and committees is expected, along with providing accurate time recording to ensure the correct fee income is achieved. Additionally, contributions towards the maintenance and improvement of internal customer efficiency are essential.

Job Duties:

• Act as a Senior Administrator and support team members
• Manage a portfolio of Real Estate clients
• Assist in management and review of investments and client assets
• Prepare meeting minutes and resolutions
• Process financial transactions, including dividends, distributions, and loans
• Maintain company and trust records, including client due diligence
• Participate in ad hoc projects and committees as required
• Provide accurate time recording for fee income
• Contribute to internal customer efficiency improvements

Job Requirements:

• Minimum of 5 years' experience in CSP/TSP
• Strong organisational skills and control of own workflow
• Understanding of the importance of strong Corporate Governance
• Clear understanding of regulatory requirements
• Initiative-taking and ability to work under pressure
• Practical understanding of high-quality client service delivery
• Strong verbal, written communication, and interpersonal skills, with the ability to present concepts clearly and concisely

What You’ll Love:

This role offers an opportunity to be part of a dynamic team focused on delivering high-quality client services. The organisation promotes a positive work environment that values professional growth and collaboration, providing ample opportunities for development and skill enhancement. You will be encouraged to engage in various projects and improve internal efficiency while contributing to exceptional service delivery.

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