Administrator - Financial Services - Remote Working

1 month ago

Southampton, United Kingdom Michael Page (UK) Full time

My client is a rapidly expanding specialist Financial Services firm, based in Whiteley, but with other offices across Europe and the US.
Provide excellent levels of client service in line with company standards, procedures and guidelines
* Take responsibility for own personal development, in line with agreed annual performance objectives
* Supervise more junior members of staff
* Delegate tasks in own portfolio to more junior members of staff
* Coach more junior members of staff in respect of client day to day activities and company procedures
* Monitor the workflow of more junior staff
* Coach more junior staff in relation to time management and prioritising skills
Ensure team complete of internal checklists required for ISAE 3402 and regulatory purposes
Smooth running of portfolio, working remotely in Southampton alongside London based team
* Day to day correspondence for own clients, sending complex item s for review by senior staff
* Delegate more basic correspondence to junior staff for your review, escalating complex item s to senior members of staff, if required
* Delegation of couriers, cover letters and basic letters to more junior staff
Administration
* Independently lead the administration of a varied portfolio of clients, acting as client contact day to day
* Assist senior staff with ad hoc matters
* Ensure accurate preparation of regulatory documentation
* Assist with the review of financial statements for own portfolio
* Understand the different requirements and process for payments for high risk clients
* Billing
* Monitor aged debt to report to Senior Manager and chasing clients for outstanding debt

The right candidate will have a strong background in Company Secretarial Administration and/or Governance
An excellent salary and benefits package, including bonus and study support, is available to the successful candidate.

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