Job Summary: 

• Process rental requests from clients including entry and update in the rental database
• Create cases in Salesforce for rental requests, monitor and update information
• Communicate with suppliers to confirm requests and availability of rental equipment
• Update estimated Rental end dates for equipment
• Request supplier pick up of equipment at rental end
• Audit, image and set up payment of vendor invoices for rental equipment
• Manage equipment damage invoices
• Building relationships with suppliers, negotiating cost and developing agreements that ultimately help a company grow and become more profitable.
• Providing support to the team, assisting in daily office needs and managing company's general administrative activities.
• Preparing groundwork, research and deals to buy purchase large quantities of products for customers.

Skills on Resume:

• Database Management (Hard Skills)
• Salesforce Proficiency (Hard Skills)
• Supplier Communication (Soft Skills)
• Invoice Processing (Hard Skills)
• Relationship Building (Soft Skills)
• Negotiation Skills (Soft Skills)
• Administrative Support (Hard Skills)
• Strategic Purchasing (Hard Skills)

Job Summary: 

• Conduct daily activities in relation to FIF/FIFA queues, Client Exits, Datactics reports, Commission Override Monitoring.
• Provide oversight of branch processes, controls & efficiencies 
• Always ensuring alignment with business strategy and objectives.
• Assist with the day-to-day administration for the team and provide support to senior colleagues.
• Understand and adhere to the Risk & Control Framework and Policy Framework specific to the role in Wealth & Investment Business Management.
• Ensure work is produced to a high level of accuracy and in a timely manner to relevant SLA’s.
• Escalate any issues as appropriate to management in a timely manner.
• Identify continuous improvements in working practices.
• Provide an excellent client service, delivering against expectations and keeping all stakeholders updated.
• Support delivery of projects

Skills on Resume:

• Queue Management (Hard Skills)
• Process Oversight (Hard Skills)
• Strategic Alignment (Soft Skills)
• Administrative Support (Hard Skills)
• Compliance Knowledge (Hard Skills)
• Attention to Detail (Soft Skills)
• Issue Escalation (Soft Skills)
• Continuous Improvement (Soft Skills)

Job Summary: 

• Being one of the key points of contacts for clients within operational and administrative needs
• Maintaining and reconciling client accounting records, lining up with internal and external standards
• Maintaining books and records for clients
• Onboarding new clients and undertaking regular client reporting
• Ensuring accurate information is sent to clients, consultants, and 3rd parties
• Setting up accounts to ensure are ready to trade
• Day-to-day reconciliations and bookkeeping duties
• Production of fee invoices
• Preparing groundwork, research, and deals to buy purchase in large quantities of products for customers.
• Assist teams in daily operational tasks 

Skills on Resume:

• Client Communication (Soft Skills)
• Financial Reconciliation (Hard Skills)
• Record Keeping (Hard Skills)
• Client Onboarding (Soft Skills)
• Accuracy and Precision (Soft Skills)
• Account Setup (Hard Skills)
• Bookkeeping (Hard Skills)
• Operational Support (Soft Skills)

Job Summary: 

• Providing extraordinary client care and support
• Managing information to and from clients
• Keeping client database up to date
• Making sure teammates are kept up to date with client matters and info
• Onboarding new clients and ensuring they’re happy, loved, and informed at every step of journey
• Arranging meetings and calls with clients and the team
• Sending regular client happiness surveys and monitoring responses and NPS
• Looking for new ways to constantly innovate and improve clients’ experience
• Managing an engaging social media profile
• Assisting with marketing and event management

Skills on Resume:

• Client Relationship Management (Soft Skills)
• Information Management (Hard Skills)
• Database Management (Hard Skills)
• Team Communication (Soft Skills)
• Client Onboarding (Soft Skills)
• Meeting Coordination (Soft Skills)
• Survey Administration and Analysis (Hard Skills)
• Social Media Management (Hard Skills)

Job Summary: 

• Working closely with superior to provide quality and efficient service to a basic portfolio
• Assistance in administration of basic client portfolio undertaking basic administration with minimal supervision by superior
• Liaison with clients, client advisors and bankers on basic administrative matters
• Prepare general emails and letters for review
• Ensure timely filing of documents in line with group policy
• Maintenance of corporate records and respective database administration
• Prepare payment instructions and oversight of authorisation process in line with respective banking cut-off times
• Assistance with the co-ordination of meetings, attendance and assist in the taking of minutes at meetings
• Assisting with basic transaction management
• Maintain and Monitor task list to ensure completion on a timely basis, with minimum supervision of superior

Skills on Resume:

• Client Service (Soft Skills)
• Administrative Support (Hard Skills)
• Client Communication (Soft Skills)
• Document Preparation (Hard Skills)
• Record Keeping (Hard Skills)
• Payment Processing (Hard Skills)
• Meeting Coordination (Soft Skills)
• Task Management (Soft Skills)

Job Summary: 

• Provide general team administration assistance
• Support the administrative team and wider business and generally act in the best interests of the division by supporting team members
• Ensure accurate and timely recording of personal time in line with group procedures and agreed recoverability
• Assist in the reviewing of WIP on client portfolio and propose any ad hoc fees
• Drafting of invoices and circulation to client
• Complete LGL Group induction
• Complete required AML training
• Attendance at any additional training provided by LGL Group
• Commencement of study towards a professional Table 5 qualification such as ICSA or equivalent
• Provide basic systems training/mentoring to trainee members of the team.

Skills on Resume:

• Administrative Support (Hard Skills)
• Team Collaboration (Soft Skills)
• Time Management (Soft Skills)
• Financial Monitoring (Hard Skills)
• Invoice Management (Hard Skills)
• Compliance Training (Hard Skills)
• Professional Development (Soft Skills)
• Mentorship and Training (Soft Skills)

Job Summary: 

• Arrange in-house meetings and organise refreshments 
• Set up and maintain filing system
• Receive incoming mail by post and diary management
• Receive visitors where appropriate
• Type correspondence, minutes, procedures, presentations, reports, documents etc. where terms may be technical or complex, adjust spelling, punctuation and grammar 
• Combine material from a number of sources in order to produce reports and distribute  
• Screen incoming telephone calls, where appropriate answer routine queries and/or refer to alternative source
• Prepare graphical material for presentations including slide shows
• Organise and maintain stationery supplies and organise courier services 
• Be central point of contact for all visitors to project
• Run software demonstrations for new and potential clients

Skills on Resume:

• Event Coordination (Hard Skills)
• File Management (Hard Skills)
• Diary Management (Hard Skills)
• Visitor Reception (Soft Skills)
• Technical Writing (Hard Skills)
• Report Compilation (Hard Skills)
• Communication Handling (Soft Skills)
• Presentation Preparation (Hard Skills)

Job Summary: 

• Working closely with the Administration Co-ordinator and reporting to the Chief Operating Officer
• Providing effective assistance to the Business Services Team and the broader administration team.
• Be a team player and assist in providing effective, proactive administration support for the practice
• Responsible for ensuring all data received is accurately entered on a timely basis into appropriate applications/databases, including key industry Regulators.
• Preparing documentation to a professional standard for annual tax planning & liaising with government bodies and negotiating on behalf of clients.
• Provide appointment and diary co-ordination for clients and including the gathering and co-ordinating of information in preparation for the client appointments.
• Assist with preparing and updating training materials for new Account Executives and or Production Coordinators
• Assist in training new sales and operations team members
• Assist with creating policies and procedures for the wholesale channels  
• Provide absence cover for Project Personal Assistant  
• Recognize opportunities and be able to help position iDrive Supply Chain and Logistics Solutions

Skills on Resume:

• Data Management (Hard Skills)
• Documentation Preparation (Hard Skills)
• Team Collaboration (Soft Skills)
• Appointment Scheduling (Hard Skills)
• Government Liaison (Soft Skills)
• Training Development (Hard Skills)
• Policy Creation (Hard Skills)
• Strategic Support (Soft Skills)

Job Summary: 

• Work as part of the team, contributing at team meetings, communicating effectively with colleagues and third parties, with a positive ‘can do’ approach to support the successful performance of the Company
• Take responsibility for the organisation of board meetings, including the preparation and distribution of board packs to Directors
• Attend client meetings and prepare draft minutes
• Draft letters, minutes and banking instructions  
• Develop knowledge of electronic banking systems and ability to accurately generate on-line banking instructions for subsequent review and approval.
• Develop knowledge of, and comply with Apex’s policies and procedures as amended from time to time
• Take responsibility for the drafting and preparation of relevant documentation and systems data for the set up / closure of entities.
• Demonstrate an understanding of relevant legal and regulatory requirements, commensurate with responsibilities
• Carry out all tasks in compliance with legal, regulatory and internal requirements
• Produce all client reports (letters, emails, faxes, statements, investor information etc) to a high standard of accuracy
• Collaborative team which provides services to a range of corporate entities including regulated funds and fund services businesses.
• Reporting to the responsible manager, the role requires strong administrative and organisational skills and proactive client interaction, all conducted in a professional manner and in accordance with regulatory requirements, agreed client service levels and Company standards.
• Development of all staff and would support study towards a professional qualification recognised by the JFSC.
• Develop a good financial awareness, commercial awareness, and ensure debt recovery is monitored

Skills on Resume:

• Meeting Coordination (Hard Skills)
• Minute Taking (Hard Skills)
• Document Drafting (Hard Skills)
• Electronic Banking Proficiency (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Legal Acumen (Hard Skills)
• Professional Communication (Soft Skills)
• Proactive Client Interaction (Soft Skills)