Job Description
Responsibilities:
Daily input of time on timesheet
Administration of a portfolio of clients, in accordance with procedures
Liaising with clients on day to day matters
Assist more senior member of staff with their client portfolio
Filing and assisting with archiving clients’ records and documentation
Prepare payment instructions for online banking systems, with supporting documents for own clients
Understand the different requirements/process for payments for high risk clients
Maintain schedule of payments required for own clients
Monitoring for receipt of funds and proving confirmation when received for own clients
Email day to day correspondence for own clients – ready for review by senior staff
Prepare relevant correspondence where appropriate and review prior to verification by senior staff
All day to day correspondence for own ...
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