Financial Services Administrator

Our client is a well-established asset manager, providing Investment and Financial advice. They are looking to expand their current team.

Job Purpose:

Th role supports advisers and clients alike in their goals. Reporting to the Assistant Manager within Adviser Practices. Adviser and Client Support for new business and client servicing.

Main Duties:

• Managing leads with the Client Relationship Management (CRM) system

• Accurate and timely data entry on to CRM

• Arranging appointments and diary management

• Preparing meeting packs for client appointments and ongoing client communication regarding follow-up and review meetings

• Call management/ Client contact

• Data Collection on client portfolios

• Checking new business paperwork, banking cheques, scanning documents

• Submission of new business to Platform and Off-Platform administration teams

• Managing cash balances and cash movements

• Updating static information - change of name, address etc.

• Preparing valuations

• Assisting Advisers with fact find input

• Archiving documents

• Handling and administration of Incoming and Outgoing communications covering all aspects of client instruction with respect to their portfolios, general enquiries and advice related documentation

• Task and workflow management on back office system

• Awareness and ability to apply the Practice Manual methodology

• Document Management

Skills & Experience required:

• Previous financial services experience

• Excellent attention to detail

• IT skills

• Team Player

• Good communication skills - verbal and written

• Excellent record keeping and reporting capabilities

• Proactive nature to gain efficiencies

• Ability to multi-task