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Team/Client Administrator

2 months ago

Central London, United Kingdom Aldrich & Company Limited Full time

Team / Client Administrator

£30-40,000 + benefits

A high-profile fund management firm in the city are looking to build their support team.

Would you say that you are a born organiser, enjoy working in a team and dealing with clients?

Do you have exceptional attention to detail?

Do you want to make a difference, and go above and beyond?

Do you want to be valued? Use your initiative? Take charge of the administration and organisation of a team?

If the answer is yes; we’d love to hear from you. Particularly, if you are strong on processes and IT and enjoy being part of a successful, inclusive team.

This job could have your name on it – we can’t think of a better place to build your career if you fit the bill.

What you’ll be doing day-to-day:

  • Hours 8:30-5 and 5 days a week in the office
  • Supporting Investment Management team and their clients
  • Liaising with dealers and brokers
  • Preparing correspondence and meeting reports
  • Using CRM software
  • Processing investor applications and coordinating investor processes, including KYC
  • Responding to client queries and attending meetings with clients
  • Managing multiple appointments within a shared diary
  • Keeping files up to date
  • Keeping up to date on compliance and regulation
  • Arranging events, lunches and meetings
  • Attending client and compliance briefings

The skills you need to bring:

  • Experience and an interest in financial services
  • Superb client facing skills
  • Confident communication skills
  • Hard-working attitude
  • Strong MS Office