We are seeking experienced CSP Administrators at various levels for our clients dynamic Private Client Team. Take your career to the next level with exciting responsibilities and growth opportunities.
The Role
Managing a diverse portfolio of client entities and support senior team members, along with
About You
Bring your expertise and dedication to excel in this role
The Reward
The Role
Managing a diverse portfolio of client entities and support senior team members, along with
- Take responsibility for a portfolio of client entities
- Support senior members of the team, with oversight from the Manager - Private Clients
- Send out and settle invoices promptly, prioritising debtor management
- Ensure timely statutory filings and up-to-date statutory books
- Complete ad-hoc projects within given timescales
- Respond to emails within 24 hours to meet agreed response times
- Maintain up-to-date systems for all assigned entities
- Record all time on Iris promptly, ensuring up-to-date records each quarter
About You
Bring your expertise and dedication to excel in this role
- Proven experience in managing client portfolios
- Strong organisational skills with attention to detail
- Excellent communication and interpersonal skills
- Proficient in using systems such as Jobstream and Iris
- Commitment to professional development and training
- Knowledge of relevant regulations and compliance requirements
The Reward
- Competitive salary and benefits package
- Opportunities for professional development and career progression
- Supportive and collaborative work environment
- Comprehensive training and CPD support