Pa and Administrator

1 week ago


London, United Kingdom The Graduate Project Full time

**Company and Role Overview**

This is a fantastic client-facing opportunity for someone looking to continue to develop their skills or start their career in Wealth Management. We are currently in the market for a passionate PA and Administrator who has some relevant experience in a similarrole and is used to working in a fast-paced, demanding environment where a high level of attention to detail, ability to use initiative and work autonomously are essential.

**Main responsibilities**
- Organise and diarise meetings on behalf of the Director.
- Manage the Private Client Directors expenses and ad-hoc travel arrangements.
- Manage post and all associated scanning and filing.
- Work with the PCD to prioritise tasks and manage the inbox.
- Distribute agendas and information requests prior to client meetings where required.
- Chase clients for paperwork and information
- Work with the Senior Private Client Administrator to manage daily admin workflow requests.
- Use internal systems to manage data and workload in line with company processes and procedures e.g., DocuSign, Intelligent Office, and Volume
- Maintain distribution lists for central marketing and bulk communications.
- Assist the Senior Private Client Administrator with valuation production and fund switches if required.
- Ensure all client information (including meeting notes) is accurately stored on internal systems, including Intelligent Office and Volume
- Run client risk tolerances and carry out anti-money laundering checks.
- Ensure electronic client files are organised and updated, and easily accessible.

**Requirements**:

- 1+ years’ experience in a PA, administration, or reception/front of house role
- Experience of delivering client service at the highest level and ideally use of a CRM system
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with an extremely high level of attention to detail.


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