As a Client Administrator, you will provide administration assistance and dedicated support to the Client Services team and management.
You may be required to undertake reasonable additional or alternative duties subject to business requirements, duties 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
Qualifications Required
- 5 GCSEs or equivalent at grade C or above
Experience and Knowledge
- Previous TCSP experience in a similar role is beneficial
- A working knowledge of Microsoft Office, CCH, Viewpoint and Laserfiche is desirable
