Client Services Administrator

This role involves providing comprehensive administrative support to the Client Services Director.

Job Description 

A highly organized and proactive administrator to assist the Client Services Director in our Mauritius office with the delivery of client service support. This role involves providing comprehensive administrative support to the Client Services Director, organising client meetings, coordinating internal and external interactions, tracking operational action plans, providing sales support, and overall developing reporting that continues to improve the client experience.  The role requires complete confidentiality and sensitivity to private and personal items, and would suit an ambitious administrator looking to develop their career into either Client Relationship Management or Business Development roles in the future.

Key Responsibilities:

• Provide administrative support to the Client Services Director, including scheduling client meetings and handling correspondence.
• Provide high-quality customer service to clients, responding to enquiries and resolving issues in a timely and professional manner.

• Always deliver a high standard of service whilst ensuring ownership through to completion.
• Be the front facing and accountable for the delivery of defined services to expected quality and timelines.
• Ensure CRM Dynamics Sales Pipeline record keeping is maintained and correctly updated.
• Support business development with the timely production of information and interactions with clients and potential clients.
• Collaborate with other departments and stakeholders to ensure issues are resolved quickly and excellent client service is maintained.
• Assist in the preparation of presentations, reports, and other documents as required.
• Prepare for meetings, ensuring on time inputs, meeting minutes and action tracking.
• Collation of MI and KPIs from multiple stakeholders, and the preparation of reporting.
• Participate in training and professional development activities to stay up-to-date on industry trends and regulatory requirements.
• Liaise with external parties such as bankers, auditors, lawyers and regulatory bodies and related authorities as required.
• Daily and effective input on timesheet or any time management system and ensure that the required information be uploaded and updated on the relevant internal systems .
• Maintaining proper and complete file for each client (physical file and OVP).
• Any other duties that may from time to time be required which are appropriate to the role and business requirements.

Competencies required:

• Proven administrative experience.
• Client centric – always seeking to deliver service excellence.
• Excellent organizational and time-management skills.
• Strong communication and interpersonal abilities.
• Ability to handle confidential information with discretion.
• Operates at pace whilst maintaining quality.
• Professional demeanour and a consistently positive attitude.
• Complete confidentiality and sensitivity to private and personal items.
• Flexibility and adaptability to changing priorities and tasks.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Ability to work collaboratively with other departments and stakeholders.
• Highly organized, detail-oriented, and able to work under pressure.
• Ability and hunger to learn and develop.

Qualification, Experience and Skills

• Bachelor's degree in finance, accounting, or related field; Master's degree preferred.
• Proficiency with Microsoft Office Suite and other relevant software.
• Time served in fast paced client focused administrative office within Financial Services.
• Knowledge of trust and corporate administration software and systems preferred.

Working Conditions:

• Full-time position based in the Mauritius office.
• Occasional travel may be required.

The Company reserves the right to vary or amend the duties and responsibilities of the post holder at any time according to the needs of the Company's business.

The Sovereign Group is proud to be an equal opportunities employer and encourage diversity throughout our company.  We will not tolerate discrimination against protected characteristics (gender, age, sexual orientation, race, religion, disability, parental status, maternity etc). We ensure that no member of staff or any job applicants are treated less favourably than anyone else.

Equal Opportunities apply in all our working conditions including pay, hours of work, holiday entitlement, sick pay, recruitment, training, promotion etc.