Administrator
New Today
o provide administrative support to the Directors and clients. Experience of a professional services office environment is preferred along with the ability to manage a busy and varied workload. Specific duties include: Assist day to day administration tasks in support of the team. Develop a working relationship with clients and additional contacts. Answer telephones in a polite and respectful manner. Recording and checking of any client detail changes. Act on email instructions via the Directors, received from clients. Keep abreast of CPD as required by Compliance. Ensuring that data is up to date and that adequate records are maintained. Obtain an in-depth knowledge of the services offered to clients by the company. Provide clients with all relevant information, ensure that information provided is clear and fair. Attend company presentations/meetings as required. Collate & prepare Valuations and assist in the calculation of fee invoices. Assist the Team in the collation of Money Laundering documentation. Skilful and comprehension use of Excel, Word. Assist with written communication to clients, accountants, solicitors and other professionals with regard to client holdings. Liaise the Back-Office Teams. Assist with Scanning and Filing. Prepare Reports for the Directors, provide analysis and check for accuracy. Providing accurate valuations for the Directors ahead of client meetings. Educational/Experience Requirements: Strong administrative skills. Efficient computer skills. Able to ensure that internal rules and procedures are adhered to and that at all times, strict compliance with the regulators rules are adhered to. Undertake continual professional development through training as required.
Personal Specification and Competencies: Interpersonal skills
good interpersonal skills in handling clients and colleagues alike. Ability to work effectively as part of a team. IT/Organisational skills. Good organisational skills, excellent timekeeping, attention to detail and self-discipline, thorough knowledge and experience. Ability to assess information, review options, make appropriate decisions and understand consequences within a regulated environment. Resilient and able to work in a fast paced, pressurised environment is paramount.
Initiative: Capable of taking responsibility for own work and actions and can show initiative and resourcefulness. Able to work with a degree of day to day autonomy. Communication: A high level of written and verbal communication skills and the ability to communicate well at all levels in a clear, appropriate and timely fashion combined with the ability to prioritise workload.
TPBN1_UKTJ
- Location:
- Gb
- Job Type:
- PartTime
- Category:
- Administration
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