Key responsibilities: • Processing new business/accounts and changes to existing business/accounts and maintaining accurate and up to date information; • Working closely with various administration support departments to ensure accurate and timely records are kept for all clients. Priority being to have processes in place to ensure account set up is accurate and meets client needs. • Assisting with the preparation of portfolio clients reviews; • Liaising with clients, providers, other third parties and other departments as required; • Reception duties; • Maintaining and updating client database; • Assisting with departmental mailshots; • Accurate record keeping and data entry; • Any other administrative tasks within the department as and when required; • Filing of own completed work; • General departmental filing when required;• Undertake any additional duties as and when requested by the Line Manager/Director.