Trainee Client Administrator

Role summary

​We are looking for a Trainee Client Administrator to join our Real Estate team. Acting as a Trainee Client Administrator within the Altum Group, undertaking a range of basic administration duties such as preparing payments, circulation of client correspondence and filing under direction from your designated line reports.

​Key responsibilities

Client Relationship

• Working closely with your superior to provide quality and efficient service to a basic portfolio of clients;
• Assistance in administration of basic client portfolio under direction from your line report;
• Liaison with clients, client advisors and bankers on basic administrative matters;
• Prepare basic general emails and letters for review;
• Ensure timely filing of documents in line with group policy on our document management system(s);
• Prepare payment instructions and oversight of authorization process in line with respective banking cut-off times;
• Assist with the preparation of board meetings, including coordination of board packs alongside our Company Secretarial team;
• Arranging review and execution of documents;
• Maintain and monitor task list (both personal and team lists) to ensure completion on a timely basis, under supervision of your line report;
• Ensure clear and regular lines of communication are maintained on all tasks, keeping your line report and any other relevant individuals up to date with each task’s status;
• 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 (both locally and in our overseas offices);
• Ensure accurate and timely recording of personal time in line with group procedures and agreed recoverability in line with group procedures;
• Assist with the drafting of invoices and arranging settlement monitoring receipt of settlement;
• Complete required AML and security training on a timely basis; and
• Attendance at any additional training provided by Altum Group.

Expected skills / experience

​Prerequisite experience

• ​Minimum 120 UCAS points or equivalent
• Minimum 2.2 degree (for graduates)
• Good standard of GCSE’s or equivalent with pass grades in both English and Maths
• IT literate and confident when word processing, using Internet software, E-Mail, Database software and Excel Spreadsheets.