Client Administrator, Corporate

Client Relationship

• Working closely with your superior to provide quality and efficient service to a varied portfolio;
• Administration of varied client portfolio undertaking general administration with minimal supervision by your superior;
• Liaison with clients, client advisors and bankers on administrative matters;
• Liaising with 3rd parties such as lawyers, auditors, property and investment managers as required;
• Prepare general emails and letters for review;
• Ensure timely filing of documents in line with group policy;
• Maintenance of corporate records and respective database administration;
• Co-ordination of meetings; hold and take minutes for meetings;
• Assisting with transaction management such as the acquisition/disposal of property and re-financing;
• Assisting with the collation of due diligence and customer take on procedures;
• Maintain and Monitor task list to ensure completion on a timely basis;
• Liaising with the accounts team to ensure customer deadlines are met;
• Provide general team administration assistance as required and Perform other duties as necessary to support the administrative team and wider business and generally act in the best interests of the division by supporting team members;

Time Management

• Ensure accurate and timely recording of personal time in line with group procedures and agreed recoverability;
• Review of underlying teams time recording ensuring accuracy and adherence with group procedures and agreed recoverability;

Financial

• Reviewing of WIP on client portfolio ensuring any ad hoc fees are considered;
• Review of invoices and circulation to client;

Mentoring/Professional Development

• Maintenance of mandatory AML training as required;
• Attendance at any additional training provided by Altum Group;
• Studying towards a professional Table 5 qualification such as ICSA or equivalent;
• Provision of mentoring support to underlying team;
• Developing and coaching underlying team on a one to one basis.

Prerequisite experience

• Minimum 2 years’ experience in the finance industry.
• Working towards a professional Table 5 qualification such as ICSA or equivalent;