Role Summary
To carry out a range of client administration activities under the supervision of a Client Officer / Senior Client Officer.
Key Responsibilities
- Assist Client Officers / Senior Client Officers with the management of their case loads;
- Assist administrators with routine client enquiries both over the phone and via written communication;
- Assist administrators in monitoring of WIP and Key Performance Indicators;
- Active monitoring and timely completion of activities with the support of Client Officer/Senior Client Officer;
- Assist in the training of/work with less experienced colleagues according to the knowledge base and acquired skill set;
- Develop a knowledge of WIP and KPIs with the assistance of Client Officer/Senior Client Officer and develop a knowledge of the billing process and assisting administrators on fee quotes as required;
- Support administrators with general administration of their portfolio including photocopying, scanning and filing;
- Undertake post reviews on a rotational basis for classification, scanning and responsibility for regularly reviewing the outstanding documents report and ensuring accurate dating of documentation on a timely basis;
- Assist administrators with routine bookkeeping ensuring that it is completed in a timely and accurate manner;
- Preparation of board packs, draft minutes and documentation;
- Be proactive in recognising and pursuing opportunities for improving procedures and controls;
- Record time spent on different client matters accurately via Navision;
- Ensure database is maintained and updated accordingly;
- Collate supporting documentation and the preparation of financial statements on an annual basis;
- Prepare payments;
- Assist Client Officer / Senior Client Officer with client transactions;
- Ensure book-keeping is undertaken as per procedures;
- Ensure that bank reconciliations are undertaken within 30 days of month end as per the DPPM.
Key Competencies / Skills / Experience / Behaviours Required
- A good academic record with at least 5 GCSE’s grade 5-9 (A-C) or above including English and Mathematics
- Good organisation and time management skills
- Good communication skills
- Attention to detail
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