Client Administrator

Description

Client Administrator

Edinburgh based role hybrid working available

Full Time hours 9:00am to 5:00pm Monday to Friday

Permanent role

Salary negotiable based on skills & experience + excellent benefits

Search Consultancy are delighted to be working with one of our clients in the Professional Services space to recruit this role.

The successful candidate will be responsible for supporting Partners & Senior Managers of the firm in providing comprehensive Administration & Customer support to the company's clients.

Duties involved in this role will include:

Collating client information & documentation including the completion of annual Limited Company statements

Management & processing of client onboarding information, completing relevant forms & ensuring documentation is approved by Partners

Conducting research into both new and existing clients ensuring that they meet the company's due diligence requirements

Preparing various client documents & correspondence including letters of engagement

Ensuring all incoming client documentation & correspondence are uploaded & logged on the company's document management system

Preparing & sending regular reports for partners & senior management

Various other client-focused administration duties as & when required

In order to be considered for this role your skills and experience should include:

Previous demonstrable experience within Financial or Professional Services in a Client-focused administration role - this experience is ESSENTIAL

Candidates with experience in client onboarding, AML or KYC checks would be preferred - although this is not essential

Excellent communication skills, both written and verbal

First class organisation & time management skills, with the ability to prioritise & complete a busy workload effectively

Solid IT skills including the use of the full MS Office suite

If this is the role for you, apply now!

Please note that only applicants who have the required skills and experience detailed above will be considered for this role.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Ad ID: 5418183555