Responsible for undertaking administration procedures and processes, ensuring that they are followed without loss to the company/client. To provide secretarial and reception support ensuring that a first class service is delivered to all clients.
PRINCIPAL ACTIVITIES
Responsible for general administration using the office standard procedures including:
- Correct setting up of new client accounts
- Monitoring the transfer of assets / cash in and out from other Institutions
- Liaising with operations departments to ensure all client work is completed accurately in a timely fashion
- Communicating with clients / Agents
- Assisting with secretarial duties such as reception duties
Administration of client accounts and liaising with other company departments to ensure this. Ensure that records are kept accordingly, in-line with FCA and office procedures. Responsible for the safe custody of client property
Liaising with other members of the office and assisting them with their administrative duties. General administration duties as required.
Undertaking training program and additional development activities as required under the Training and Competence requirements.
SKILLS/ATTRIBUTES
Dealing with clients / Agents in a polite and efficient manner
Confidentiality / diplomacy / communication skills / attention to detail
Ability to work under pressure/to strict deadlines and within a team
Ability to track own workload and take responsibility for tasks
Keyboard/IT skills and excellent knowledge of Microsoft Word/Excel
