Client Administrator

Client Administrator, Private Wealth Investment Company, Permanent, £27,000-£33,000

Our client is seeking an Administrator to join their Client Services team. Spoken and written Italian would be helpful but not essential. This is a busy role where dealing with confidently with clients and prioritising conflicting deadlines is key.

Duties and Responsibilities

• Assisting a team to administer a portfolio of companies and trusts
• Point of contact with high net worth clients and liaising ensuring all instructions are dealt with efficiently
• Incorporating/terminating and managing UK and international companies and rusts in line with legislation
• Preparing of statutory documentation and resolutions to reflect any company/trust changes
• Ensuring companies are in good standing and filing deadlines are met
• Liaising with agents, external suppliers, solicitors, bankers and other third parties to ensure the smooth running of client companies
• Ensuring all client financials and other records are up to date and in good order
• Opening/closing of bank accounts, preparing bank payments within set timescales and monitoring accounts for incoming credits and liaising with the bank as and when necessary
• Providing billing support and debt collection when required
• Drafting legal documents, letters and invoices relating to client transactions
• Organizing couriers and handling post including filing and further distribution
• Assisting clients with ad-hoc requests as and when they arise including new transactions
• Assisting with the on-boarding of new clients and all relevant formalities to set-up new client files
• Deal effectively and efficiently with all internal administration matters, complying with all relevant external regulations and internal Company policies and procedures;
• Liaise with clients regarding day to day administration queries, within capabilities;
• Advising/communicating with clients verbally and in writing on matters relating to their companies, including use of email, letter and telephone
• Upkeep of companies files and records on a day to day basis
• Setting up the boardroom for meetings, answering incoming calls and accepting deliveries for the office
• Carrying out ad-hoc duties, as required Oversee travel plans; including expenses and visas

Desired Skills and Experience:

• Fluency in English, knowledge of spoken and written Italian would also be an advantage
• A friendly personality, team spirit, adaptability and sound common sense
• Good presentation, be self-motivated and have initiative
• Able to prioritise workload as the work is varied and strict deadlines must be met
• A methodical and organised approach to deliver high quality service
• A keen eye for accuracy and detail
• Numerate
• Interest or previous experience in international finance would be an advantage

Due to the large number of applications that we receive, only shortlisted candidates will be contacted.

Val Wade Recruitment are actively looking for applicants from underrepresented communities and pride ourselves as an equal opportunities’ employer and agency.