Administrator – Private Client Services

Job Description

The role holder will be required to administer a client portfolio, under the supervision of a Senior Administrator / Assistant Manager. The successful candidate should be able to demonstrate a clear understanding of the client's portfolio, including risk awareness, relationship management and contractual and statutory obligations.

 

Responsibilities Include:

  • Administer and monitor a client portfolio within the timescales set and agreed, performing all administrative tasks required with a high level of accuracy and diligence, ensuring timely and effective client care.
  • Manage own billing and cash collection / debtors process and minimise write-offs where possible.
  • Complete the review process for client entities and be aware of risk exposure, including the fulfilment of responsibilities under the review procedures.

 

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