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Assistant Client Officer

  • Location


  • Sector:


  • Salary:


  • Contact:

    Chantelle Mifsud

  • Job Reference:


  • Published:

    26 days ago

  • Expiry:


  • Client Details:


  • Consultant:

    Chantelle Mifsud

  • 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.  

Job Description 

  • Assist Client Officers / Senior Client Officers with the management of their case loads 
  • Assist Administrators with routine client enquiries both over the phone and via written communication 
  • Assist in the training of/work with less experienced colleagues according to the knowledge base and acquired skill set 
  • Develop a knowledge of WIP and KPIs with the assistance of Client Officer/Senior Client Officer and develop a knowledge of the billing process and assisting administrator on fee quotes as required 
  • Support administrators with general administration of their portfolio including photocopying, scanning and filing 
  • Assist administrators with routine bookkeeping ensuring that it is completed in a timely and accurate manner 
  • Preparation of draft trustee minutes and documentation in order to assist with trustee approval process 
  • Be proactive in recognising 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 
  • Prepare payments 
  • Assist Client Officer / Senior Client Officer with client transactions 
  • Ensure book-keeping is undertaken as per procedure 
  • Ensure that bank reconciliations are undertaken within 30 days of month end as per the DPPM 

Job Requirements 

  •  A good academic record with at least a grade 5-9 (A-C) or above at GCSE level in English and Mathematics 
  • Good organisation and time management skills  
  • Attention to detail