career opportunities
In an increasingly complex, impersonal and automated world, we deliver a truly personalised and responsive service to all our customers and their advisors.
Our collaborative approach is based on trust, with the principles of full transparency, accountability and accessibility at our core.
SENIOR ADMINSTRATOR CLIENT SERVICES
- To act as a Senior Administrator and support of other team members, under the guidance of the Client Services Associate Director, deal accurately with all issues and administration related tasks, in accordance with the strategic plan, regulatory requirements, Group Eleven service levels and company standards to meet client expectations.
- Act as a Senior Administer for a portfolio of Real Estate clients where knowledge of limited partnerships would be desirable.
- Assist in the management and review of, investments and other client assets, including the review of related documentation.
- Preparation of minutes/resolutions
- Process Financial Transactions such as Dividends, Distributions and Loans
- Maintain Company and Trust records, including client due diligence
- Participate fully in ad hoc projects/committees as required
- To provide accurate time recording to ensure the correct fee income is derived
- Contribute to the maintenance and improvement of internal customer efficiency
Skills, Knowledge, Experience and Competence
- Minimum 5 years CSP/TSP knowledge
- Good organisation and control of own workflow
- Understanding of the importance of strong Corporate Governance
- Clear understanding of Regulatory requirements
- Initiative-taking and can work under pressure
- A practical understanding and application of high-quality client service delivery
- Good verbal, written communication, and people skills, with the ability to present concepts in a clear and concise manner