Tuesday 06 June 2023
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Administrator Client Services



Hours:Full Time

Full Description

This is a great opportunity for a Administrator Client Services to join a company that provides wealth protection and support services to private clients, corporate clients and funds.   To provide support to the Team Leader in administering a portfolio of clients whilst adhering to the Client Service standards. To assist the Team Leader in meeting monthly financial objectives and key performance indicators. This list of duties is not exhaustive and may change from time to time according to business needs: Undertake a variety of routine transactions (subject to internal limits, e.g. Forex rules). Drafting of standard company minutes and trustee resolutions, making use of NAV workflows. Drafting standard correspondence or e-mails and handling routine telephone enquiries on administration matters. May also administer a less complex portfolio of clients under the active supervision of team leader. To include such activities as: Distribution Checklists Opening Bank Account   More information about the role is available upon request contact the team today for further details.

For more information please visit https://www.alexanderdaniels.gg/job/administrator-client-services/.

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