Administrator – Employee Incentives

Job Description

We have a great new opportunity for an Administrator to join an independent financial services company.


Key duties will include:

  • Participate in weekly team meetings addressing current work, outstanding work and any other matters arising within, or impacting, the team.
  • Administer a portfolio of client relationships focussing on meeting their specific needs and expectations as required. Completing Client Due Diligence efficiently and ensuring client profiles are up to date.
  • To work with the team leader in an efficient and effective manner consulting as and when required to ensure technical accuracy in the delivery of our services.
  • Prepare trustee minutes as required.
  • Communicate with clients, preferably by phone, and to generally establish a good rapport with both clients and their advisers.


More information about this role is available upon request – contact the team today for further details.