Our client is a leading provider of fund administration and outsource services. They put their clients at the heart of their business, providing accurate, efficient and bespoke reporting to them and their investors. You will be required to ensure client records are clearly and accurately updated with all correspondence, communicate openly and honestly with clients on a regular basis and establish good relationships with your clients and team.

Technical Attributes

Collaborate with your team to manage your client’s portfolio, offering advice from our internal processes
Pro-actively take on additional responsibilities and administration tasks as required by your manager or clients
Become an expert in technical matters and share knowledge with your team
Assist with board meeting minutes, resolutions, payments and any other administration duties required

Client Care

Ensure client records are clearly updated with all correspondence
Communicate openly and honestly with clients on a regular basis
Maintain client documents with integrity and confidentiality

People & Team

Be responsible and approachable when given tasks by team members
Provide new, innovative ideas on how to improve the efficiencies of daily tasks
Take care of and establish good relationships with all suppliers, team mates and clients
Drive personal development using all the resources available within the organisation to achieve success

Financials

Accurately record all time spent dealing with client matters to ensure the clients are correctly invoiced
Produce and submit all statutory returns

Skills & Expertise

Be able to deal with tasks independently & use own initiative
Must be committed and driven to achieving excellence for themselves and their client
Strong academic background
Be proactive and forward thinking
Studying towards professional qualification i.e. ICSA/ STEP

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For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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