Officer Client Administration
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Department:
Job Summary
Main Responsibilities
Deliver operational excellence and ensure compliance:
- Providing high quality client-centric administration activities for clients in a timely manner managing high client expectations and delivering consistent results ensuring established processes and procedures are followed.
- Assisting the managers and directors in administering a portfolio of clients (to cover all minute keeping company secretarial matters payments correspondence banking keeping the structure in good standing).
- Building your skills in drafting minutes resolutions and loan agreements
- Developing your understanding of the local and wider compliance and regulatory environment delivering services to clients within this environment and ensuring data accuracy and completeness.
- Deepening your technical knowledge and completing relevant professional qualifications.
Deliver client-centric service:
- Growing your appreciation and understanding of client needs and your knowledge of the broader services Ocorian provides. Building confidence and skills to deliver with limited changes and input from your manager.
- Consistently following global operational procedures escalating issues promptly to your manager when they arise and being proactive to recommend follow up actions with clients to ensure the client is delighted with our service.
Ensure financial management:
- Supporting with the financial management of clients; achieving utilisation rates and accurate time recording and assisting with the billing process and monitoring of the aged debt position.
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Qualifications :
- Educated to A level or equivalent;
- Completed first degree in a relevant field or on the way to complete ICSA
- 1-2 years experience in company and trust administration.
- Digital Literacy - proficient in the use of the Microsoft Office suite of applications and Ocorians core systems and apps building your understanding of the databases used (Viewpoint NavOne etc) and how to extract data.
- Administrative Skills - able to handle tasks such as data entry filing and document management efficiently.
- Service Delivery able to deliver agreed objectives with guidance and support from line manager.
- Discretion and Confidentiality - able to maintain confidentiality and handling sensitive client information with the utmost discretion.
- Adaptability - demonstrates flexibility to changing priorities and work demands.
- Accountability - able to take responsibility for work output.
- Presentation Skills able to convey results and outputs of work to senior management in a clear and succinct manner.
- Attention to Detail - demonstrates good attention to detail to produce good quality work
- Time Management - able to manage workload prioritise tasks and meet deadlines in a fast-paced private client service environment.
- Communication Skills - able to interact with clients colleagues and others in a courteous and effective manner.
- Collaborative Skills- works with colleagues and assists team members in administrative tasks to achieve common goals.
- Growth Mindset - shows a willingness to learn grow and take on new challenges to advance in their career.
Additional Information :
All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:
- We are CLIENT CENTRIC Clients are at the centre of our world and were committed to providing expertise and specialist solutions to meet their most complex challenges.
- We are AMBITIOUS We aim high. We think and act globally seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.
- We are AGILE We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple efficient and effective.
- We are COLLABORATIVE With a curious mindset we ask the right questions to get to the right solution for our clients faster. We collaborate to win together and share our successes.
- We are ETHICAL We behave with integrity at all times and assume positive intent building trust through responsible actions and honest relationships.
Equal Opportunities for Everyone
Please let us know if theres anything we can do to make the process easier for you. You can reach us at .
Were an equal opportunity employer. All applicants will be considered for employment without attention to age ethnicity religion sex sexual orientation gender identity family or parental status national origin or veteran neurodiversity or disability status.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Administrative Functions
- office supplies
- Personnel Matters
- Records Management
- Office Procedures
- Space Management
- Daily Operations
- Administrative Policies
- Personnel Management
- Administrative Services
- Interpersonal skills
- Telephone Calls
- Travel Arrangements
- Administrative Procedures
- Word Processing
About Company
Fund services | Corporate | Capital markets | Private client | Regulatory & ComplianceWe help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high ... View more
