Job Description

Accountabilities

• Completing new business paperwork as directed

• Fulfilling administrative duties by the deadlines established

• Document filing, processing payments and receipts, letter writing, and client billing

• Help in creating and submitting statutory paperwork

• Assist the team manager and coworkers in managing the portfolios of high net worth clients.

the abilities needed to perform the role

• Proven abilities in interpersonal and communication

• Quick learning curve for new skills and ideas

• Capacity to meet varyingly severe deadlines with high-caliber work

• The capacity to act independently

Competencies

• Accurately and methodically complete detailed technical work as instructed

• Self motivated with a structured approach to work

• Identify and analyse problems by interpreting information available

• A team player with ability to communicate with staff at all levels.

Experience and qualifications – Essential

• Educated to Degree level

• Previous relevant office experience

• A desire to progress and undertake a relevant professional qualification, i.e. STEP / Governance Institute.