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Client services administrator

Daliburgh
Leapfrog Recruitment Consultants
Client service administrator
Posted: 6 October
Offer description

Join this well-established international provider of trust and fiduciary services in a supportive, collaborative team environment. With a history of delivering tailored solutions for global clients, this organisation is seeking a proactive individual to support its Client Services Team in the efficient administration of complex structures.


Location


Duties for this role include, but are not limited to:

* Processing payments and preparing cheque requests as instructed.
* Drafting simple client correspondence, resolutions, and Excel spreadsheets.
* Assisting with client research tasks and management reporting.
* Supporting the administration of trusts and companies under guidance.
* Developing professional relationships with clients, advisers, and other stakeholders.


Skills / Qualifications

The ideal candidate will be a school leaver with strong academic results or someone with up to 2 years\' experience in financial services. A willingness to study towards a professional qualification such as STEP is essential. Strong organisational skills, attention to detail, and the ability to work to tight deadlines are key. The successful applicant will demonstrate discretion, reliability, and a team-oriented mindset.

For a full job description or further information on this role please call 711188, or email jobs@leapfrogjobs.com.

If you wish to apply for this role, please submit your CV via the Apply Now button below.


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