Job Description

As a Client Services Administrator, you will provide administration assistance and dedicated support to the Managers and the client services team. 

Duties will include but are not limited to:

• Opening and administering bank/investment accounts
• Drafting agreements and deeds
• Drafting minutes
• Inputting payments
• Communication with clients and intermediaries
• Assisting in the administration of trust and company clients
• Aid senior members of the Client Services team

Reporting To:

Client Services Managers

Qualifications Required:

5 GCSEs or equivalent at grade C or above

Experience:

• At least 18 months in a TCSP administration environment
• A good level of knowledge with Microsoft Office
• CCH, Viewpoint and Laserfiche would be an advantage but not essential

Training:

External and internal training will be provided and encouraged

Skills:

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

Responsibilities:

Support the administration team

Characteristics:

• Enthusiastic
• Problem Solver
• Team player
• Proactive
• Quick and keen learner
• A desire to progress their career

Hours:

37.5 hours per week

Salary Range:

Salary commensurate with experience and qualifications

Benefits:

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