Senior Administrator - Private Client
Hybrid
Core
Support the successful management and completion of client reviews for Private Client Services, including risk assessments and compliance checks.
Role type
Senior Administrator
Builds
Client profiles, risk assessments, and management information for Private Client Services
Domain
Financial Services / Compliance
Deliverable
dashboards & analysis
Required skills
Planning and organisation, Issue resolution, Self-motivation, MS Excel, System learning
Preferred skills
Team collaboration, Proactive client service, Positive attitude
Responsibilities
Review and draft client profiles and risk assessments, Evaluate World-check/media screening output, Scan and file documents, Assist management with resolving review issues, Produce management information, Monitor and manage team email inbox, Achieve utilization targets