Administrator, Private Client

Role Purpose

The position of the Administrator requires the individual to perform a range of administrative tasks assisting other members of the team with the management of their portfolios. The individual may also be assigned a portfolio of their own for which they will take responsibility under the guidance of their line manager.

Key Accountabilities

• Provision of exceptional service levels and client experience for settlors, beneficiaries and related parties throughout the whole life-cycle

• Assist with the maintenance and development of client and advisor relationships, demonstrating responsiveness, market awareness

• Accurate execution and recording of all related activities

• Perform specialised processing duties with minimal direct supervision using standard systems, procedures and controls

• Refer as appropriate to line manager with suggested solutions wherever possible, demonstrating a desire to learn and develop

• Adherence to all company policies and procedures providing challenge to these as appropriate to ensure efficiency of the business unit

• Demonstrate awareness of the commerciality of the service provided and assist with ensuring that all fees chargeable are raised and collected on time. Ensure that all time is accurately recorded

• Own / maintain client data ensuring excellence of data quality, complete, accurate and up-to-date. Highlight data quality issues and ensure resolution of problems

• Collaborative working with other administration teams and disciplines in the business

Requirements

• Understanding of the requirements of quality client service

• Good interpersonal and communication skills

• Ability to demonstrate a culture of excellence and continuous improvement

• Good working knowledge of Microsoft applications and core operating systems

• At least 1 years relevant experience

• A Level/GCSE results