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At Source, we pride ourselves on offering an intelligent, tailored approach to recruitment.
Everyone who comes to us is looking for something, or someone, special. We work hard, right from the outset, to understand exactly what or who that is. Whether you’re an experienced professional seeking that next step up the ladder, or a people person looking for a great team fit, we’ll invest our time in making sure we get it right.
Our professionally qualified, experienced team offer a wealth of knowledge across all industry sectors, but it’s our friendly, personal approach and uncompromising standards that set us apart.
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Back to ResultsThis role involves administering a portfolio of private client entities under the supervision of a line manager, ensuring effective client care, risk awareness, and compliance with statutory obligations.
Responsibilities include monitoring and maintaining accurate records, managing billing and cash collection, and supporting reviews of client entities in line with regulatory requirements. The position also requires interpreting legal and tax advice, managing deadlines through central diary systems, and assisting with training junior team members.
The role suits someone with extensive administration experience, strong interpersonal and communication skills, and confidence in Microsoft applications. Studying towards or holding a relevant professional qualification is preferred, along with a proactive, motivated approach to delivering high-quality client service.
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