Job Description
Candidate Duties/ Responsibilities will include:Be responsible for the full administration function for a portfolio of clientsProcess client files and identify missing information -follow up on outstanding documentsTrack the movement in client accountsProvide updates to the relevant team membersEffective query management and resolutionEnsuring daily control procedures are adhered toWork with relevant documents such as trial balances, bond statements, balance sheets etc.Contribute to the team as neededAssist departments with administrative dutiesClient relationship management:
Responsibilities + Skills
Education
Client reporting
Experience