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- Tasks: Join our Client Services team as an Administrator, managing high net worth client portfolios.
- Company: We are a Private Wealth Investment Company focused on delivering exceptional client service.
- Benefits: Competitive salary, dynamic work environment, and opportunities for professional growth.
- Why this job: Engage with clients, develop your skills, and be part of a supportive team culture.
- Qualifications: Fluency in English; Italian is a plus. Strong Excel skills and a friendly personality required.
- Other info: We encourage applications from underrepresented communities and value diversity in our workplace.
The predicted salary is between 27000 - 33000 £ per year.
Client Administrator, Private Wealth Investment Company, Permanent, £27,000-£33,000
Our client is seeking an Administrator to join their Client Services team. Italian fluency would be helpful but not essential. This is a busy role where dealing with confidently with clients and prioritising conflicting deadlines is key.
Duties and Responsibilities
- Assisting a team to administer a portfolio of companies and trusts
- Point of contact with high net worth clients and liaising ensuring all instructions are dealt with efficiently
- Incorporating/terminating and managing UK and international companies and rusts in line with legislation
- Preparing of statutory documentation and resolutions to reflect any company/trust changes
- Ensuring companies are in good standing and filing deadlines are met
- Liaising with agents, external suppliers, solicitors, bankers and other third parties to ensure the smooth running of client companies
- Ensuring all client financials and other records are up to date and in good order
- Opening/closing of bank accounts, preparing bank payments within set timescales and monitoring accounts for incoming credits and liaising with the bank as and when necessary
- Providing billing support and debt collection when required
- Drafting legal documents, letters and invoices relating to client transactions
- Organizing couriers and handling post including filing and further distribution
- Assisting clients with ad-hoc requests as and when they arise including new transactions
- Assisting with the on-boarding of new clients and all relevant formalities to set-up new client files
- Deal effectively and efficiently with all internal administration matters, complying with all relevant external regulations and internal Company policies and procedures;
- Liaise with clients regarding day to day administration queries, within capabilities;
- Advising/communicating with clients verbally and in writing on matters relating to their companies, including use of email, letter and telephone
- Upkeep of companies files and records on a day to day basis
- Setting up the boardroom for meetings, answering incoming calls and accepting deliveries for the office
- Carrying out ad-hoc duties, as required Oversee travel plans; including expenses and visas
Desired Skills and Experience:
- Confident knowledge of Excel
- Fluency in English, knowledge of spoken and written Italian would also be an advantage
- A friendly personality, team spirit, adaptability and sound common sense
- Good presentation, be self-motivated and have initiative
- Able to prioritise workload as the work is varied and strict deadlines must be met
- A methodical and organised approach to deliver high quality service
- A keen eye for accuracy and detail
- Numerate
- Interest or previous experience in international finance would be an advantage
Due to the large number of applications that we receive, only shortlisted candidates will be contacted.
Val Wade Recruitment are actively looking for applicants from underrepresented communities and pride ourselves as an equal opportunities’ employer and agency.
Administrator with Fluent Italian employer: Val Wade Recruitment
Contact Detail:
Val Wade Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator with Fluent Italian
✨Tip Number 1
Make sure to highlight your experience in client administration and any relevant roles you've held in the past. This will show us that you can handle the busy nature of this position.
✨Tip Number 2
If you have any experience dealing with high net worth clients, be sure to mention it! This role requires confidence in client interactions, so showcasing your ability to manage such relationships is key.
✨Tip Number 3
Demonstrate your organizational skills by discussing how you've successfully managed multiple tasks or deadlines in previous jobs. We value a methodical approach to work, especially in a fast-paced environment.
✨Tip Number 4
If you have any knowledge of international finance, make sure to bring it up! Even if it's just an interest, it could set you apart from other candidates and show us your enthusiasm for the industry.
We think you need these skills to ace Administrator with Fluent Italian
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client administration and any exposure to international finance. Emphasize your organizational skills and ability to manage multiple tasks under tight deadlines.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention your fluency in English and any knowledge of Italian, even if it's not essential. Share specific examples of how you've successfully managed client relationships or administrative tasks in the past.
Showcase Your Skills: Highlight your proficiency in Excel and any other relevant software. Provide examples of how you've used these tools to improve efficiency or accuracy in previous roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Val Wade Recruitment
✨Showcase Your Client Management Skills
Since this role involves dealing with high net worth clients, be prepared to discuss your experience in client management. Share specific examples of how you've successfully handled client queries and maintained strong relationships.
✨Demonstrate Your Organizational Abilities
The job requires managing multiple tasks and meeting strict deadlines. Highlight your organizational skills by discussing tools or methods you use to prioritize your workload and ensure timely completion of tasks.
✨Familiarize Yourself with Relevant Legislation
Understanding the legal aspects of managing companies and trusts is crucial. Brush up on relevant UK and international legislation that may impact the role, and be ready to discuss how you would ensure compliance.
✨Emphasize Your Team Spirit and Adaptability
This position requires a friendly personality and the ability to work well within a team. Prepare to share examples of how you've collaborated with colleagues in the past and adapted to changing circumstances in a busy work environment.
