Administrator
5 months ago
Our client is looking to appoint an experienced Administrator on a full time permanent basis to be based in Inverness. The aim and purpose of the role is to provide administrative support to the Directors and clients.
**Specific duties include**:
- Assist in the day to day management of the Client bank for the Inverness Office.
Work with, report to and provide back up to Directors and develop a working relationship with their clients.
- Answer telephones, speak with clients in a polite and respectful manner.
- Ensure all administration incorporates efficient recording and checking of any client detail changes.
- Keep abreast of CPD as required by Compliance.
- Assist in ensuring that data maintained on behalf of clients is up to date and that adequate records are maintained.
- Obtain an in-depth knowledge of the services offered to clients by the company for portfolio maintenance.
- Provide clients with all relevant information in a timely manner, as long as the timing of that information is within the control of the individual.
- Ensure that information provided is clear, fair and not misleading.
- Attend regular or ad hoc company presentations/meetings as required.
- Collate & prepare Valuations bi annually and when necessary and to assist if needed in the calculation of fee invoices to send with the client valuations.
- Assist the Team in the collation of Money Laundering documentation.
- Skilful and comprehension use of Excel, Word and Volume.
- Assist with written communication to clients, accountants, solicitors and other professionals with regard to client holdings.
- Liaise the Back-Office Teams.
- Assist with Scanning and Filing.
- Provide constructive input to idea flow.
- Compilation of performance figures against benchmarks.
- Prepare Performance Reports for the Directors, provide analysis and check for accuracy.
- Providing accurate valuations for the Directors ahead of client meetings
**Educational/Experience Requirements**:
- Knowledge of and interest in investment and investment products is essential.
- Develop an understanding and knowledge of the regulatory environment.
- Efficient computer skills.
- Ensure that internal rules and procedures are adhered to and that at all times, strict compliance with the regulator’s rules are adhered to.
- Undertake continual professional development through training as required.
**Personal Specification and Competencies**:
- Interpersonal skills - good interpersonal skills in handling clients and colleagues alike.
- Ability to work effectively as part of a team.
- IT/Organisational skills:
Good organisational skills, excellent timekeeping, attention to detail and self-discipline, thorough knowledge and experience.
- Ability to assess information, review options, make appropriate decisions and understand consequences within a regulated environment.
Resilient and able to work in a fast paced, pressurised environment is paramount.
**Initiative**:
- Capable of taking responsibility for own work and actions and can show initiative and resourcefulness.
- Able to work with a degree of day to day autonomy.
**Communication**:
- A high level of written and verbal communication skills and the ability to communicate well at all levels in a clear, appropriate and timely fashion combined with the ability to prioritise workload.
- Castle View Personnel (Inverness) Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers._
**Job Types**: Full-time, Permanent
**Salary**: £22,500.00-£25,000.00 per year
**Benefits**:
- Company pension
- Free parking
- On-site parking
Schedule:
- Monday to Friday
**Experience**:
- Administration: 1 year (required)
Work Location: In person
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