Administer a varied portfolio taking responsibility for the proper performance of all necessary administration tasks required to comply with requirements of the client and relevant legislation Manage client relationships, attendance at meetings as appropriate including all preparation as necessary. The ideal candidate will have 5+ years of experience.
- Professional manner, demonstrating good interpersonal skills and ability to respond to the client needs
- High level of diligence and care in all aspects of the job, and a willingness to check understanding of delegated tasks through questioning.
- An interest in financial services, and a genuine desire to learn how these can be used as tools for adding value to client’s business.
- Positive attitude, demonstrating enthusiasm and the desire to take on responsibility.
- Manage own workloads and priorities and to work to specific deadlines as agreed with the Senior Client Manager.
- Produce work with a high level of accuracy and attention to detail.
- Situational understanding of needs of role and ability to find solutions/ more efficient ways of working within parameters
- Ability to work effectively in a team
- Experience with PlainSail an advantage