EMPLOYMENT TYPE: Permanent




DEPARTMENT: Private Client




DIVISION: Private Client Services




WORKPLACE STRUCTURE: Hybrid




ROLE OVERVIEW




PURPOSE OF JOB



The role holder will berequired to administer a varied client portfolio, under the supervision of a Manager/SeniorManager. They should be able to demonstrate a clear understanding of theclient's portfolio, including risk awareness, relationship management andcontractual and statutory obligations and assist with the smooth running andmanagement of the team.




MAIN RESPONSIBILITIES AND DUTIES

• Administer, monitor and where required manage, a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care.


• Management of whole billing process for team, with a strong emphasis on recoverability, working in an efficient manner so as to minimise teams' write-offs and maintain division's KPIs.


• Review client structures, completing review process for clients' entities, remaining aware of risk exposure, including the fulfilment of responsibilities under the review procedures.


• Awareness and adherence to contractual and statutory obligations under the Group's policies, procedures and guidelines, including the Group's core values and expected behaviours, acting as a guide in this respect to more junior members of the team.


• Assist line manager with the preparation and review of reports for management meetings.


• Review legal and tax advice where appropriate and be able to interpret / implement relevant advice as required.


• Check, maintain and ensure accuracy of own and team's central diary systems to ensure that all deadlines are recorded and subsequently met.


• Ensure a professional service is provided to clients and intermediaries.


• Supervise and assist with the management and training of junior members of the team, conducting appraisals and performance management reviews if requested/appropriate.


• Check, delegate and monitor the work of junior members of the team and where appropriate ensure team's adherence to their contractual obligations.


• Where possible, promote the range of services the Group can provide to existing clients within the portfolio and identify new business opportunities.


• Ensure team members maintain accurate and up to date records of their respective clients on client desktop.


• Through effective administration, ensure existing clients are retained.


• Adhere to Risk & Associated Compliance procedures in relation to regulatory requirements and AML legislation.


• Adhere to CPD requirements in accordance with qualification level and in-house procedures.


• Adhere to the Group's core values and guiding principles.


• Deputise in the absence of the line manager.


• Any other duties as deemed necessary by Management.

• Ability to work to deadlines and prioritize effectively.


• 5 years extensive administration experience.


• Good analytical skills.


• Ability to collate and present information in a clear and concise manner.


• Self-motivated with a positive approach, strong work ethic and willingness to learn.


• Highly organised with strong attention to detail.


• Excellent written, verbal and interpersonal skills.


• Competent in all Microsoft applications.


• Hold or be studying towards STEP or ICSA.