Wednesday 01 December 2021
Select a region

Assistant Client Officer - Private Client

Trust & Company Administration Enquire


Hours:Full Time

Full Description

Purpose of the role: To carry out a range of client administration activities under the supervision of a Client Officer/Senior Client Officer. Responsibilities: Assist Client Officers/Senior Client Officers with the management of their case loads Assist Administrators with routine client enquiries both over the phone and via written communication Assist Administrators in monitoring of WIP and Key Performance Indicators Active monitoring and timely completion of activities with the support of Client Officer/Senior Client Officer Assist in the training of/work with less experienced colleagues according to the knowledge base and acquired skill set Develop a knowledge of WIP and KPIs with the assistance of Client Officer/Senior Client Officer and develop a knowledge of the billing process and assisting administrator on fee quotes as required Support Administrators with general administration of their portfolio including photocopying, scanning and filing Undertake post reviews on a rotational basis for classification, scanning and responsibility for regularly reviewing the outstanding documents report and ensuring accurate dating of documentation on a timely basis Assist Administrators with routine bookkeeping ensuring that it is completed in a timely and accurate manner Skills required: A good academic record with at least a grade 5-9 (A-C) or above at GCSE level in English and Mathematics Good organisation and time management skills Attention to detail

For more information please visit

« Return to Adverts

You have landed on the Bailiwick Express website, however it appears you are based in . Would you like to stay on the site, or visit the site?