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 Leader 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.

• Take responsibility for the daily administration of client entities, reporting to your Team Leader and supporting the wider team.
• Hold client directorships where appropriate, ensuring responsibilities are fulfilled in line with regulatory and internal standards.
• Provide mentoring, guidance and peer support to Junior Administrators and other team members across the business.
• Ensure client files are correctly set up and maintained in line with internal procedures and regulatory requirements.
• Communicate effectively, both in writing and verbally, with clients, colleagues and external stakeholders.
• Assist with the implementation of VAT and/or tax planning strategies for clients.
• Liaise with intermediaries, clients, employees of client companies, banks, payment service providers, and tax/legal advisers regarding client onboarding and structuring.
• Deliver detailed analysis of client bank account activity as required, in accordance with the scope of engagement.
• Prepare minutes, statutory documents and other formal records as needed.
• Undertake additional tasks and responsibilities that are reasonable and relevant to the role.

• 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.