New opportunity, Administrator, Corporate Services!

Key duties will include:

• Client Portfolio Management: Collaborate with your team to administer a portfolio of clients, learning from experienced professionals and building strong client relationships.
• Administrative Excellence: Assist with board meeting minutes, resolutions, payments, and other administrative duties, ensuring timely submission of statutory returns.
• Data Integrity: Maintain accurate and up-to-date client records while adhering to internal policies and procedures.
• Proactive Contribution: Gradually take on additional responsibilities, suggest innovative ideas to improve efficiency, and develop expertise in technical matters.
• Communication: Engage openly and honestly with clients, supported by your team, to deliver exceptional service

Requirements:

• A desire to study towards a professional qualification, such as CGI or STEP, or equivalent.
• You have some experience within the financial services sector
• Confidence to handle tasks independently and solve problems effectively.
• A dedication to delivering high-quality work and exceptional client service.

For more information, please contact Stu Wheeldon on 707816 or email your CV to jobs@excel-recruitment.com