Purpose of the role:
The role reports to a Manager/ Senior Manager within a team of people supporting the needs of the clients portfolios.You will be required to administer a client portfolio, under the supervision of a Line Manager.
Responsibilities:
Administer and monitor a varied client portfolio within the timescales set and agreed, investigating and suggesting enhancements where necessary, ensuring timely and effective client care
Manage own billing and cash collection/debtors process, have an awareness of recoverability and work in an efficient manner to minimise write-offs
Review client structures, complete review processes for client entities, and remain aware of risk exposure, including the fulfilment of responsibilities under the review procedures
Awareness and adherence to contractual and statutory obligations under the Groups policies, procedures and guidelines, including the Groups core values and expected behaviours
Review legal and tax advice where appropriate and be able to interpret /implement relevant advice as required
Ensure a professional service is provided to clients and intermediaries
Skills required:
Excellent communication skills (both written and oral)
High attention to detail
Completer/finisher
Ability to work to tight deadlines
Preferred but not essential Professional qualification (ACCA/ICSA/STEP)