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Administrator

2 months ago


Shrewsbury, United Kingdom Adele Carr Recruitment Full time

Adele Carr Recruitment is working exclusively with a well established wealth management company who are looking for an experienced Administrator to join their Shrewsbury teamAssisting with the day-to-day administration for the team, and provide support to senior colleagues dealing with various tasks to ensure the smooth running of the team.The Role:

  • Communicating with Financial Advisers and clients
  • Preparation and processing of all new client documentation and amendments
  • Monitoring of transfers of assets/cash from other institutions
  • ISA subscriptions and transfers
  • Processing of payments clients
  • Liaising with colleagues within Business Support regarding administration of client accounts
  • Ensuring client details and reviews are recorded correctly on systems
  • General record keeping and electronic filing
  • Adhering to Conduct Risk standards

The person

  • Previous administration experience is essential - additional training will be provided.
  • Intermediate knowledge of MS Word/Excel/Outlook preferred.
  • Good attention to detail, maintaining accuracy when completing written and numerical based tasks.
  • Clear and concise communication skills - oral and written, with ability to communicate professionally with clients and colleagues.
  • Takes accountability for own work, with ability to meet deadlines/work within restricted timescales
  • Able to prioritise workload and identify when they need support to achieve goals.
  • Flexible and reliable team member and willing to support more junior and senior members of the team as required.