Senior 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;
• Supervising junior members of staff and delegating tasks on your portfolio;
• 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;
• Transaction management such as the acquisition/disposal of property and re-financing;
• 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;

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 4 qualification such as ICSA or equivalent;
• Provision of mentoring support to underlying team;
• Developing and coaching underlying team on a one to one basis;