At a Glance
- Tasks: Support clients and manage administrative tasks in a dynamic team environment.
- Company: Join a vibrant global company focused on growth and quality service.
- Benefits: Enjoy a competitive salary, benefits package, and professional development opportunities.
- Why this job: Enhance your skills while working on challenging and rewarding projects.
- Qualifications: Strong English skills and a desire to learn; studying towards a professional qualification is a plus.
- Other info: Be part of a high-performing team with excellent career growth potential.
The predicted salary is between 36000 - 60000 £ per year.
Acting as Senior Administrator within the Altum Group, having responsibility for the provision of administrative support and relationship management to an established and varied client portfolio with standard levels of transactions. Undertaking more complex and/or significant transitions in the portfolio under the direction of your designated superiors. Providing support to designated superiors and the wider team in relation to complex transactions, inclusive of overview and summary of transactional documents. Overseeing the onboarding of new clients and collation of initial KYC documentation under the supervision of your designated superiors. Responsible for maintaining up to date task list for the client portfolio and reporting on outstanding matters at team meetings and, working closely with your superiors, oversee the day to day task management of junior members of the team, providing basic training and technical support where necessary. Actively contribute to the team meetings and provide constructive feedback to superiors in relation to any junior members of the team, assisting superiors in probation, annual appraisal and development process.
Key responsibilities
- Client Relationship
- Working closely with your superior to provide quality and efficient service to a varied portfolio;
- Administration of varied client portfolio undertaking general administration with minimal supervision by your superior;
- Supervising junior members of staff and delegating tasks on your portfolio;
- Liaison with clients, client advisors and bankers on administrative matters;
- Liaising with 3rd parties such as lawyers, auditors, property and investment managers as required;
- Prepare general emails and letters for review;
- Ensure timely filing of documents in line with group policy;
- Maintenance of corporate records and respective database administration;
- Co-ordination of meetings; hold and take minutes for meetings;
- Transaction management such as the acquisition/disposal of property and re-financing;
- Collation of due diligence and customer take on procedures;
- Maintain and Monitor task list to ensure completion on a timely basis;
- Liaising with the accounts team to ensure customer deadlines are met;
- Provide general team administration assistance as required;
- Perform other duties as necessary to support the administrative team and wider business and generally act in the best interests of the division by supporting team members;
Time Management
- Ensure accurate and timely recording of personal time in line with group procedures and agreed recoverability;
- Review of underlying teams time recording ensuring accuracy and adherence with group procedures and agreed recoverability;
Financial
- Reviewing of WIP on client portfolio ensuring any ad hoc fees are considered;
- Oversight of WIP review on junior members client portfolios ensuring any ad hoc fees are considered;
- Review of invoices and circulation to client;
Skills, Knowledge, and Experience
To be successful in this role, the candidate must have a good standard of oral and written English, along with the following skills and experience: Maintenance of mandatory AML training as required; Attendance at any additional training provided by Altum Group; Studying towards a professional Table 4 qualification such as ICSA or equivalent; Provision of mentoring support to underlying team; Developing and coaching underlying team on a one to one basis. This is an exciting opportunity to join a high performing global operational department within a vibrant company focused on growth and quality of service. You will have the chance to work on challenging and rewarding projects that will enhance your skills and knowledge. You will also enjoy a competitive salary and benefits package.
Senior Client Administrator employer: Altum Group
Contact Detail:
Altum Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Client Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the hunt for a Senior Client Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their client portfolio and think about how your skills can add value. This will help you stand out and show that you're genuinely interested in the role.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to client relationship management and team supervision. We recommend doing mock interviews with friends or family to build your confidence and refine your answers.
✨Tip Number 4
Don't forget to follow up after your interviews! A quick thank-you email can go a long way in leaving a positive impression. Plus, it shows your enthusiasm for the position and keeps you on their radar.
We think you need these skills to ace Senior Client Administrator
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Client Administrator role. Highlight your relevant experience in client relationship management and administration, as this will show us that you understand what we're looking for.
Showcase Your Skills: Don’t forget to emphasise your organisational skills and ability to manage tasks efficiently. We want to see how you can contribute to our team’s success, so give us examples of how you've handled similar responsibilities in the past.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon. This will help us quickly grasp your qualifications and fit for the role.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the position. Plus, it’s super easy!
How to prepare for a job interview at Altum Group
✨Know Your Client Portfolio
Before the interview, take some time to research the types of clients the Altum Group works with. Understanding their needs and challenges will help you demonstrate your ability to manage a varied client portfolio effectively.
✨Showcase Your Administrative Skills
Be prepared to discuss your previous experience in administration, especially in relation to complex transactions. Highlight specific examples where you've successfully managed tasks with minimal supervision, as this aligns with the role's requirements.
✨Demonstrate Team Leadership
Since the role involves supervising junior members, think of instances where you've provided mentorship or training. Share how you’ve contributed to team dynamics and supported colleagues, as this will show your capability in leading and developing others.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and time management abilities. Prepare scenarios where you've had to liaise with clients or third parties, manage deadlines, or handle administrative challenges, and explain how you navigated those situations.