Client Administrator

  • Finance
  • Full Time
  • 2 weeks ago
  • Salary GBP £25 - 30K / Per Annum
  • Working Pattern Office Hours
  • Job Vacancies 1 opening
  • Job level Officer

Job Description

Client Administrator, Private Wealth Investment Company, Permanent, £27,000-£33,000

Our client is seeking an Administrator to join their Client Services team. Italian fluency would be helpful but not essential. This is a busy role where dealing confidently with clients and prioritising conflicting deadlines is key.

Duties and Responsibilities

  • Assisting a team to administer a portfolio of companies and trusts
  • Point of contact with high net worth clients and liaising ensuring all instructions are dealt with efficiently
  • Incorporating/terminating and managing UK and international companies and rusts in line with legislation
  • Preparing of statutory documentation and resolutions to reflect any company/trust changes
  • Ensuring companies are in good standing and filing deadlines are met
  • Liaising with agents, external suppliers, solicitors, bankers and other third parties to ensure the smooth running of client companies
  • Ensuring all client financials and other records are up to date and in good order
  • Opening/closing of bank accounts, preparing bank payments within set timescales and monitoring accounts for incoming credits and liaising with the bank as and when necessary
  • Providing billing support and debt collection when required
  • Drafting legal documents, letters and invoices relating to client transactions
  • Organizing couriers and handling post including filing and further distribution
  • Assisting clients with ad-hoc requests as and when they arise including new transactions
  • Assisting with the on-boarding of new clients and all relevant formalities to set-up new client files
  • Deal effectively and efficiently with all internal administration matters, complying with all relevant external regulations and internal Company policies and procedures;
  • Liaise with clients regarding day to day administration queries, within capabilities;
  • Advising/communicating with clients verbally and in writing on matters relating to their companies, including use of email, letter and telephone
  • Upkeep of companies files and records on a day to day basis
  • Setting up the boardroom for meetings, answering incoming calls and accepting deliveries for the office
  • Carrying out ad-hoc duties, as required Oversee travel plans; including expenses and visas

Desired Skills and Experience:

  • Fluency in English, knowledge of Italian would also be an advantage
  • A friendly personality, team spirit, adaptability and sound common sense
  • Good presentation, be self-motivated and have initiative
  • Able to prioritise workload as the work is varied and strict deadlines must be met
  • A methodical and organised approach to deliver high quality service
  • A keen eye for accuracy and detail
  • Numerate
  • Interest or previous experience in international finance would be an advantage
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