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Assistant Client Officer

  • Location


  • Sector:


  • Salary:


  • Contact:

    Natasha Caruana

  • Job Reference:


  • Published:

    3 months ago

  • Expiry:


  • Client Details:


  • Consultant:

    Natasha Caruana

  • Skills tags:

    Corporate Services and Administration

A well-established international company is currently seeking to recruit an assistant client officer who will be responsible for a range of client administration activities.  

  • Assist Senior  Client Officers with the management of their case loads.
  • Assist Administrators with routine client enquiries and assist on fee quotes as required .
  • Assist in the training of and work with less experienced colleagues.
  • Develop a knowledge of WIP and KPIs with the assistance of Senior Client Officers and develop a knowledge of the billing process.
  • Support administrators with general administration of their portfolio including photocopying, scanning and filing.
  • Assist administrators with routine bookkeeping in a timely manner.
  • Preparation of draft trustee minutes and documentation in order to assist with trustee approval process.
  • Be proactive in recognizing and pursuing opportunities for improving procedures and controls.
  • Ensure database is maintained and updated accordingly.
  • Collate supporting documentation and the preparation of financial statements on an annual basis.
  • To assist administrators with investment-based work.
  • Assist Client Officer / Senior Client Officer with client transactions and prepare payments.
  • Ensure book-keeping is undertaken as per procedure.
  • Ensure that bank reconciliations are undertaken within 30 days of month end as per the DPPM.

  • A good academic record with at least a grade 5-9 (A-C) or above at GCSE level in English and Mathematics
  • Be proficient in the English language.
  • Possess good knowledge of MS Office.
  • Good organization and time management skills.
  • Attention to detail.