Senior Administrator, Client Services

Our Client has an opening for a Senior Administrator within their Client Services team.

In this role, you will be responsible for providing high quality administration for a portfolio of corporate and fiduciary clients.  You'll be involved in the full life cycle of the clients, including the client take-on process and all aspects of the on-going administration. 

Responsibilities:

  • Manage administrative tasks efficiently while supporting client service delivery.
  • Ensure compliance with company policies and regulatory requirements.
  • Ensure timely processing of work, meeting transactional and internal procedural deadlines, recording time (if applicable) and managing WIP and debt collection.
  • Build and maintain strong relationships with clients, addressing their needs effectively.
  • Ensuring all client due diligence is processed accurately and client reviews are up to date and keeping abreast of all relevant regulatory changes and industry standards.
  • Collaborate with team members to enhance operational workflows.

Requirements:

  • Proven experience in a relevant role, with a demonstrable understanding of corporate, trust, and fiduciary services principles and concepts.  
  • Be part or fully qualified with STEP or ICSA and possess a keen interest in continuous personal development.
  • Excellent organizational and communication skills.
  • Knowledge of specialist industry software e.g. Document Management Systems (Worksite) and Viewpoint will be an advantage.

For more information on this role please contact Ben on (01534) 707811 or email your CV to jobs@excel-recruitment.com

 

Location: 
Guernsey
Type: 
Permanent
Discipline: 
Administration
Job Posted: 
Fri, 17 Jan 2025
Closing Date: 
Thu, 17 Apr 2025
Reference: 
12410

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