Senior Client Administrator

Role Description

As a Senior Client Administrator, you will take ownership of the day-to-day administration of client entities within your portfolio, supporting your team and contributing to the development of junior team members. The ideal applicant will possess strong organisational skills, a keen attention to detail and demonstrate an ability to form relationships with both colleagues and clients.

Responsibilities and Duties

Client Management & Reporting:

• Take responsibility for the day-to-day administration of client entities and team portfolio with the team Manager, reporting to the team Assistant Manager (if applicable) and Manager.
• Provide structure for the time management of tasks and the use of diary/reminder/calendar system, in accordance with the department procedure.
• Take responsibility for the senior checking of Payments and Control Sheets ensuring quality assurance and compliance with procedures.
• Take responsibility for the transfer in of new business to the team, coordinating in with the relevant internal departments.
• Take responsibility for the handover of new business to the team, coordinating in with the relevant internal departments.
• Ensure that all key client deadlines (including any deadlines which you may not be directly responsible for) in respect of client entities within your department are met.
• Responsibility to prioritise regulatory deadlines.
• Ensure CSP obligations are met for all clients within team portfolio.
  Continual review of governance procedures to ensure continuation of high standards
  

Risk & Compliance Management:

• Continuous risk assessment of workload.
• Ensure that Company procedures are followed – such as client reviews, SAR submissions, and onboarding; this is not an exhaustive list and covers all of the Company procedures.
• Ensuring that matters of risk / concern are raised in a timely manner in accordance with the Company procedures.
• Responsibility for prioritising regulatory deadlines.

Communication:

• Provide mentoring, support and guidance to junior members of staff and peer support to colleagues.
• Encourage collaborative working with all internal departments.
• Attend and take an active role in team meetings.
• Encourage cross team and department working and information sharing.

Behaviours:

• Be proactive and solution focused.
• Represent the Company at external events and not bring the Company into negative media.
• Responsible for own self-awareness, be aware of behaviours and how we are perceived by others.
• Development of technical knowledge across all sectors.

Qualifications and Skills:

• Previous experience in a CSP environment is essential.
• Demonstrate an ability to perform well in both a team environment and when working from own initiative.
• Possess strong organisational and time keeping skills, ensuring all work is finished in a timely manner and in accordance with company procedure.