Assistant Client Officer, Private Clients
Apply for this jobKEY RESPONSIBILITIES:
- Assist Client Officers / Senior Client Officers with the management of their case loads
- Assist Administrators with routine client enquiries and administration
- Assist in the training of and work with less experienced colleagues
- Develop a knowledge of the billing process and assist the administrator on fee quotes as required
- Undertake post reviews on a rotational basis for classification, scanning and responsibility for regularly reviewing the outstanding documents report and ensuring accurate dating of documentation on a timely basis
- Assist administrators with routine bookkeeping, ensuring that it is completed in a timely and accurate manner
- Ensure database is maintained and updated accordingly
- To assist administrators with investment based work
- Prepare payments
- Assist Client Officer / Senior Client Officer with client transactions
- Ensure bookkeeping is undertaken as per procedures
- Ensure that bank reconciliations are undertaken within 30 days of month end
QUALIFICATIONS AND EXPERIENCE:
- A good academic record with at least a grade 5-9 (A-C) or above at GCSE level in English and Mathematics
SKILLS & ATTRIBUTES:
- Good organisation and time management skills
- Attention to detail
Permanent
1143 days ago