Job Description

Job Summary:

As an Assistant Client Services Administrator, you will provide administration assistance and dedicated support to the Client Services team within the Administration Department. Duties will include but are not limited to:

• Administration of bank payments and receipts
• Administration of bank and investment accounts including account opening and closing
• Bank reconciliations
• Liaising directly with clients and Intermediaries
• Various trust and company administration tasks

Reporting To:

Client Services Managers

Qualifications Required:

5 GCSEs or equivalent at grade C or above

Experience:

• Good knowledge of Microsoft Office
• Office experience is an advantage but not essential
• Experience with CCH, Viewpoint and Laserfiche experience would be an advantage but not essential

Training:

External and internal training will be provided and encouraged

Skills:

• Attention to detail
• Excellent written and communication skills
• Able to work on their own initiative
• Able to work under pressure and to strict deadlines

Responsibilities:

Support the client services team and administration department

Characteristics:

• Proactive
• Problem solver
• Team player
• Enthusiastic
• Quick learner
• A desire to progress their career

Hours:

Full time

Salary Range:

Salary will commensurate with experience and qualifications

Benefits:

• Medicash Health Plan
• Flexible hours and flexible working opportunities
• Pension
• Study support
• Personal development and growth programmes
• Team events
• Fresh fruit weekly
• Ongoing CPD support