Client Systems Coordinator

About the role

You will be someone who takes charge of your work, attention to detail is critical to your success. From developing systems and processes to supporting clients manage their documentation, keeping client information up to date to creating engaging content for our newsletters and website.

Key responsibilities

• Prepare and process client documentation and correspondence, including minutes, annual reporting documents, financial statements and other client communications
• Coordinate the completion and distribution of clients' annual reporting, including publishing documents to Nimbus, arranging electronic signing, monitoring completion and ensuring signed documents are appropriately filed and retained
• Process trust administration, company administration and related governance documentation as required, including resolutions, minutes, share transfers, annual gifting documentation and associated correspondence
• Manage the firm's Nimbus document management and client portal environment, including user access and permissions, client and internal structures, document publishing, electronic signing workflows, templates, stationery, letterheads and document presentation settings
• Maintain accurate and complete client information within Client Console, including client and entity details, contact information, addresses, attributes, classifications, responsible staff members and other relevant internal information
• Establish new clients and entities within Client Console and other relevant firm systems in accordance with the firm's client onboarding procedures
• Accurately record client AML information against the appropriate client or entity within Client Console and save supporting documentation in the correct Nimbus location, following the firm's approved naming and filing conventions
• Coordinate the provision of clients' final annual financial information to DairyBase where required
• Complete NHA Trust Account administration and processing as required, in accordance with approved procedures and delegated authorities
• Provide back-up reception and client service support when required

About you

• Advanced typing and word processing skills
• Advanced skills working with websites, database management, and client relationship management
• Advanced knowledge and understanding of computers and associated general software packages, in particular Microsoft Office including Excel, Photoshop, and Publisher
• Customer service and network relationship experience
• General office administration experience
• Competent and proficient typist
• Good spelling and command of the English language
• Outstanding communication skills (written and oral)
• Ability to adhere to the requirement for accuracy and confidentiality
• Highly organised but adaptable