Administrative Assistant

Job description

We are seeking an Administrative Assistant to provide administrative, reconciliation, and operational support, with a primary focus on a high‑volume and complex client engagement, including probate clients, alongside broader administrative duties across the business as required. The role will suit someone with strong listening and communication skills with a focus on achieving optimum client outcomes; and will be a key contributor to maintaining and building client relationships. Key Responsibilities: Dedicated Client & Case Support (Primary Focus) Provide day‑to‑day administrative support on a significant and complex client matter, ensuring accurate record‑keeping and documentation management. Assist with financial reconciliations, ensuring consistency across records, statements, and supporting documentation. Support client onboarding ensuring relevant documentation is received, checked for completeness, and recorded in line with internal policies and regulatory requirements. Support payment processing and tracking, maintaining clear and accurate audit trails. Maintain and update trackers to monitor progress, deadlines, and outstanding actions. Proactively follow up on queries wit...