The Projects Team is a busy department responsible for a variety of new, changing and ongoing projects across the business. Due to the nature of the work, the team collaborates with multiple departments and works closely with the Systems Team to develop, test and implement effective systems and processes.
The Senior Projects Administrator will carry out the core duties of a Projects Administrator while taking greater ownership of allocated projects, client matters and trust review cases. The role requires accurate administration, confident communication and the ability to manage work from initial instruction through to completion.
Core responsibilities will include:
- Completing accurate data entry and general administration on bespoke systems in line with company procedures and regulatory requirements.
- Communicating professionally with clients by telephone, email and letter.
- Generating invoices, taking payments and maintaining accurate records.
- Providing clear and timely updates to colleagues and other departments.
- Managing personal workloads, priorities and deadlines while supporting the wider Projects Team.
Additional senior responsibilities will include:
- Working on and managing new projects allocated to the individual, taking responsibility for progressing tasks, maintaining records and providing updates to relevant colleagues.
- Dealing with incoming complaints relating to trust registration in a professional and timely manner, investigating the issues raised and liaising with the appropriate teams where required.
- Acting as case handler for 10-year periodic trust reviews and managing each case from the initial review through to completion.
- Liaising with clients, advisers, trustees and HM Revenue & Customs (HMRC) to obtain information, provide updates and progress 10-year periodic trust review cases.
- Communicating and coordinating with other teams across the business where their input or action is required to progress or complete a case.
- Maintaining accurate case records and ensuring correspondence, actions and progress are recorded on the relevant systems.
Key Knowledge & Required Skills:
- Customer service and administration/data entry experience.
- Experience of managing casework, projects or competing priorities is desirable.
- Accurate, focused and able to work to deadlines.
- Excellent attention to detail while working at pace.
- Strong written and verbal communication skills, with confidence liaising with clients, advisers, trustees, HMRC and internal teams.
- Able to take ownership of allocated work and progress matters proactively.
- Organised, IT literate and able to maintain clear and accurate records.
- Able to handle complaints calmly, professionally and with appropriate discretion.
- Quick to learn, confident to ask questions and able to identify when a matter should be escalated.
- A collaborative team player who supports colleagues to ensure work is completed.
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Senior Projects Administrator in Royal Leamington Spa employer: CTT Group
As a Conveyancing Legal Assistant at our firm, you will thrive in a supportive and dynamic work environment that prioritises employee growth and development. We offer comprehensive training opportunities, a commitment to high standards of customer service, and a collaborative culture that values your contributions. Located in a vibrant area, our firm not only provides competitive benefits but also fosters a sense of community among staff, making it an excellent place for meaningful and rewarding employment.
