Client Servies Administrator

Job Description

Duties include:
Undertaking a variety of routine transactions
Drafting standard company minutes and trustee resolutions, making use of workflows available in the internal system
Drafting standard correspondence or emails and handling routine telephone enquiries on administration matters
Possible administration of a less complex portfolio of clients under the active supervision of team leader. To include such activities as distribution checks, opening bank accounts and/or resolving client review action points
Maintaining client records including scanning and linking documentation and utilisation of activities on the system to ensure effective diarising of work
Assisting the team leader in achieving revenue targets via the accurate recording of time in timesheets, assisting with cash collection and managing debtors for allocated client list
Assisting the team leader in meeting KPI targets by the timely clearance of action points and activities

Skills and experience required:
5 GCSEs at grade C or higher including English and Maths
Studying or considering studying for a relevant professional qualification
Finance related experience ideally in a Trust / CSP environment
Basic knowledge of tax compliance issues