Client Advisor

vor 2 Wochen

Geneva, Schweiz Lenhill Partners SA Vollzeit

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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