Administrator - Private Client
Hybrid
Core
Administrative support for a private client portfolio, handling documentation, billing, payments, and diary management under senior supervision.
Role type
Administrator
Builds
Corporate documentation, billing records, payment settlements
Domain
Financial Services / Private Client
Required skills
deadline management, analytical skills, information collation, organization, attention to detail, Microsoft applications proficiency
Preferred skills
willingness to study for professional qualification
Responsibilities
Liaise with intermediaries/clients, maintain central diary system, prepare corporate documentation, assist with billing and debtors' process, prepare payments and settle bills, perform photocopying/scanning/filing, adhere to Risk & Compliance procedures, maintain 90% chargeable time