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
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.
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