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 the organisations internal processes
Pro-actively take on additional responsibilities and administration tasks as required by your clients and/or manager
Become an expert in technical matters relating to funds, including any regulatory requirements that are applicable to your clients

Client Care

Ensure client records are clearly updated with all correspondence/information
Communicate openly and honestly with clients on a regular basis
Provide support in the opening of bank accounts

People & Team

Be responsible and approachable when given tasks by a senior team member
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 client's are correctly invoiced
Produce and submit all statutory returns

Skills & Expertise

Strong academic background
Hold ICSA or equivalent professional qualifications
Be able to deal with tasks independently & use own initiative
Must be committed and driven to achieving excellence for yourself and your client
Be proactive and forward thinking
Experience in a similar role

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