Role Purpose
The position of the Administrator requires the individual to perform a range of administrative tasks assisting other members of the team with the management of their portfolios. The individual may also be assigned a portfolio of their own for which they will take responsibility under the guidance of their line manager.
Key Accountabilities
Provision of exceptional service levels and client experience for settlors, beneficiaries and related parties throughout the whole life-cycle
Assist with the maintenance and development of client and advisor relationships, demonstrating responsiveness, market awareness
Accurate execution and recording of all related activities
Perform specialised processing duties with minimal direct supervision using standard systems, procedures and controls
Refer as appropriate to line manager with suggested solutions wherever possible, demonstrating a desire to learn and develop
Adherence to all company policies and procedures providing challenge to these as appropriate to ensure efficiency of the business unit
Demonstrate awareness of the commerciality of the service provided and assist with ensuring that all fees chargeable are raised and collected on time. Ensure that all time is accurately recorded
Own / maintain client data ensuring excellence of data quality, complete, accurate and up-to-date. Highlight data quality issues and ensure resolution of problems
Collaborative working with other administration teams and disciplines in the business
Requirements
Understanding of the requirements of quality client service
Good interpersonal and communication skills
Ability to demonstrate a culture of excellence and continuous improvement
Good working knowledge of Microsoft applications and core operating systems
At least 1 years relevant experience
A Level/GCSE results
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