Client Advisor
vor 4 Wochen
Client Advisor
JobDescription:Client Advisor
AboutLenhill Partners Ltd
Lenhill Partners Ltd is an owner-managed fiduciary business providing bespoke relationship-led solutions to private clients. The Company aspires to work with high-net-worth individuals and family offices. Weprideourselvesonputtingtheneedsofourclientsfirstbyworkingwiththemandtheiradvisersto meet theirlong-termaspirations andobjectives.Webelievethat communication is key to every client relationship.
To achieve this, Lenhill Partners Ltd operates a director-led business model ensuring the highest level of client service through experience, commitment and attention to detail.
OverallJobPurpose
- This is a position requiring an ability to complete administrative tasks to a consistently high standard, within agreed timescales.
- The individual will have a demonstrated an enthusiasm to broaden their knowledge of company administration, services, Swiss legislation and regulatory issues.
- They will be seeking to expand their knowledge by means of formal study and on the job learning.
KeyResponsibilities
- Administer a varied portfolio taking responsibility for the proper performance of all necessary administration tasks required to comply with requirements of the client and relevantlegislation.
- Manageclientrelationships,attendanceatmeetingsasappropriate including all preparation as necessary
- Ensureminutesandresolutionsforentitiesundermanagementare prepared as required
- Responsibletoensurestatutorydatabase/registersaremaintainedanduptodate
- Preparationofcorrespondenceinaccordancewithfirm’sprocedures
- Ensurethatallclientrequests/correspondencearedealtwithinaprompt,professionaland efficient manner
- Ensurethat workloads arecompleted within agreed timescales and to the highest quality standard.
- Completeclienttake-ondocumentationpriortocommencingadministrationandliaisewith relevant contact on hand-over of new clients
- Supervise and assist in the training of any Junior Administrator, Administrator within the team,providingregularinformationfeedbackandidentifyinganyadditionaltrainingneeds to the Management.
- Provideopenandconstructivefeedbackonallocatedtasksandbuildrelationships withother team members.
- Generalassistancewithvariousprojectsasrequested
- Achieveobjectivessetbyseniormembersofstaffandduringtheappraisalprocess.
- Be efficient with your knowledge of an understanding of Know Your Client (‘KYC’) policy and procedures inordertoensureabsolutecompliancewithKYCprocedures inordertomaintain knowledge of the client business.
- Provideopenandconstructivefeedbackonallocatedtasksandbuildrelationships withother team members.
People& Team
- Professional manner, demonstrating good interpersonal skills and ability to respond to the client needs
- Demonstrateawillingnesstogetinvolvedinteamissuesandevents.
- EnsureadherencetoLenhill Partners Ltd valuesandoperatingtermsofreference
Financials
- Recordtimeaccuratelyandwithindeadline
- Meetproductivitytargetandinputtimesheetdaily
Skills&Expertise
- Good organisational andtime management skills applied toa fundamental knowledge of the mechanics of company administration.
- Ability to takeresponsibility forthecompletion ofwork within theengagement whilestaying alert to potential issues that need disclosing to the Management.
- Highlevelofdiligenceandcareinallaspectsofthejob,andawillingnesstocheckunderstanding of delegated tasks through questioning.
- An interest in financialservices, and agenuinedesireto learn howthesecanbeused astools for adding value to client’s business.
- Positiveattitude,demonstratingenthusiasmandthedesiretotakeonresponsibility.
- Manage own workloads and priorities and to work to specific deadlines as agreed with the Management.
- Produceworkwithahighlevelofaccuracyandattentiontodetail.
- Situationalunderstandingofneedsofroleandabilitytofindsolutions/moreefficientwaysof working within parameters
- Abilitytoworkeffectivelyinateam
- ExperiencewithWineuranadvantage
- Fluent in French and English, knowledge of other languages is a plus
Summary
This is an exciting opportunity to be part of the Administration team at Lenhill Partners Ltd. The ideal candidate will have between 3 and 5 years’ experience and be someone who is a good team player. The successful candidatewillunderstandandtrulybelieveinourcorevalues.Weareagrowing business and need people that are ready to grow with it, ready and willing to embrace change where needed.
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Client Advisor
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