Officer Client Administration
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Job Location:
Monthly Salary:
Posted on:
10 hours ago
Vacancies:
1 Vacancy
Department:
Job Summary
Purpose of the Job
Deliver operational excellence and ensure compliance:
- Processing client payments on the payment platform including filling in all the relevant details on the payment platform generating the approval sheet preparing wire instructions loading payments on the internet banking platform arranging for review approval and signature of the relevant documents.
- Processing statutory filing requests including preparing statutory forms arranging for review and signature filing of the forms with the authorities and following up on the status of the filing.
- Scanning and uploading client documentation on Document Management System (iManage) focusing on operational excellence and data accuracy in the delivery of internal client support; ensuring client due diligence by checking received files.
- Assisting in and responding to regulatory enquiries from Compliance and other clients adhering to all internal policies and procedures to policy.
- Delivering a high-quality service to clients ensuring relevant service level agreements and quality standard requirements are delivered and at times exceeded.
- Reporting and providing regular updates to the Senior Officer and providing general assistance to the latter.
- Building foundational skills and knowledge in your chosen field. Growing your understanding of our business goals and the activities associated with their achievement.
- Undertaking any ad hoc duties as may be required.
Deliver client-centric service:
- Providing high quality support to internal clients through professional interactions and service provision.
- Growing your appreciation and understanding of client needs and how to deliver exceptional service.
- Developing a deeper understanding of our business.
Ensure financial management:
- Gaining a solid understanding of how financial management works within the enabling functions and across the broader group.
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Qualifications :
- A first degree in Law Management Finance or related field.
- Minimum 1 year of working experience in the financial services sector.
Knowledge Skills and Experience
- A willingness to learn develop knowledge understanding and experience within our industry.
- Digital Literacy - proficient user of Microsoft Office (Word and Excel) and other Ocorian systems and applications such as Viewpoint NavOne iManage etc.
- Communication - use clear verbal and written communication skills with others. Develop ability to speak up.
- Collaboration - interact with politeness respect and consideration for others within business area.
- Problem-Solving resolve minor recurring problems within their area of focus.
- Customer Service - resolve client queries with accuracy and simplicity based on a good understanding of who our clients are team roles and who interacts with whom.
- Attention to Detail be accurate and precise to deliver high quality work.
- Organisation manage self and take a disciplined approach to work to meet deadlines and requirements.
- Growth Mindset - role models the values. Seek feedback and grows relevant skills.
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
