Client Administrator

Role Description

Administrator in the Client Administration Team, promoting the Values and Objectives of the Company.
Support team members with day-to-day operations.

Demonstrate and encourage exceptional customer service and positive collaboration across teams and departments.
Ensure Company procedures are followed, with risks identified and escalated appropriately.

Promote a positive working environment, maintaining high standards and performance while working collaboratively with colleagues.

Responsibilities and Duties:

Client Management & Reporting

- Provide administrative support to client entities and team portfolio with the team Manager, reporting to the team Client Administrator, Senior Administrator (if applicable) and Assistant Manager/Manager.

- Support and provide structure for the time management of tasks and the use of diary/reminder/calendar system, in accordance with the department procedure.

- Assist with the transfer in of new business to the team, coordinating in with the relevant internal departments.

- Assist with the handover of new business to the team, coordinating in with the relevant internal departments.

- Ensure that all key client deadlines (including any deadlines which you may not be directly responsible for) in respect of client entities within your department are met.

- Responsibility to prioritise regulatory deadlines.

- Ensure CSP obligations are met for all clients within team portfolio. Continual review of governance procedures to ensure continuation of high standards

Risk & Compliance Management

- Continuous risk assessment of workloads of direct reports

- Ensure that Company procedures are followed – such as client reviews, SAR submissions, and onboarding; this is not an exhaustive list and covers all of the Company procedures.

- Ensuring that matters of risk / concern are raised in a timely manner in accordance with the Company procedures.

- Responsibility for prioritising regulatory deadlines such as GSC returns.

Qualifications and Skills:

- Encourage collaborative working with all internal departments.

- Attend and take an active role in team meetings.

- Encourage cross team and department working and information sharing.