Job Description
Main Responsibilities and Duties
Review Administration
- To review client structures as allocated in accordance with risk assessment and periodic review process.
- To undertake administration of a basic nature in order to rectify errors found during the course of a review.
- Have a broad understanding of the different types of service and product that is able to provide to clients.
- Where appropriate, identify and communicate improvements that enhance service to clients and/or profitability to the client.
- Maintain client confidentiality.
- Seek the advice of more senior staff when faced with difficult issues / problems.