Administers client company and trust portfolios, including records, bank accounts, statutory filings and financial transactions.
Our client seeks a Client Services Administrator to join their team and promote the highest standards of client relationship management.
Key Responsibilities
- Administer a portfolio of Clients Companies and Trusts.
- Assist in the management and review of Investments and other client assets, including the review of related documentation.
- Preparation of minutes/resolutions.
- Opening and managing client bank accounts, including preparing payment instructions.
- Undertake relevant Statutory Filing as required.
- Process Financial Transactions such as Dividends, Distributions and Loans.
- Maintain Company and Trust records, including due diligence.
- Participate fully in ad hoc projects as required.
- To provide accurate time recording to ensure the correct fee income is derived.
- Contribution to the maintenance and improvement of internal customer efficiency.
Key Skills and Experience
- Ideally, a minimum of 3 years CSP/TSP knowledge.
- Working towards a professional qualification.
- Good organisation and control of own workflow.
- A practical understanding and application of high-quality client service delivery.
- Ability to identify and resolve problems.
- Good verbal, written communication, and people skills.
- Clear understanding of Regulatory requirements.
- The ability to deal with clients and professional advisors.
- Able to work on own initiative and to be highly disciplined.
If you have the required skills please apply online at searchandselect.com quoting reference number: 16649
