Administrator

3 weeks ago


Moulton Park Industrial Estate, United Kingdom Reed Procurement & Supply Chain Full time

We are recruiting for a **ADMINISTRATOR** for our client based in the wealth management sector.

Someone with excellent customer service and some excel experience would be perfect

whether you are a recent grad or experienced administrator, please reach out

Personal Attributes
- Friendly
- Able to communicate well - both verbal and written
- Good organisational skills
- Be a good "team player" with the ability to work under their own initiative and manage priorities/deadlines
- Have "an eye for detail"
- Have a methodical, ordered and structured approach to tasks and working with numbers.

Main Duties
- Valuations: Preparing client valuations - gathering details of client holdings and updating database accordingly.
- Scanning: As directed by team members, scanning documents to the correct location.
- Post Duties: Opening post and distributing to team members. Ensuring that all post is franked at the end of the working day.
- File Maintenance: Setup of client files for Admin Team.
- Database Maintenance: Setup new clients in the Back Office system, and the input of client financial plans. Ensure amendments are made when client’s details change.
- Client Meeting Preparation: Ensure the meeting room is setup for client meetings. Prepare refreshments as directed. On occasion meet and greet clients.
- Diary maintenance: Ensure that client review meetings and valuation are setup in the diary.
- Client communications: Sending out appointment confirmation letter, quarterly newsletter etc.
- Fee/Commission entry: Inputting figures from providers statement into an excel spreadsheet.
- Ad Hoc Duties: Any other duties as directed by the Business manager and/or Directors.



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