Ifa Administrator

2 months ago

Gerrards Cross, United Kingdom Nelson Scott LLP Full time

**Summary of Position**

To provide comprehensive support to ensure the efficient operation of the business and excellent service to clients of the firm.

**Responsibilities and Duties**

Production of reports, valuations and graphs using prescribed software/programmes,

evaluation, enhancement and interpretation of data

Processing of portfolio alterations such as withdrawals, switches, new investments

enter data from various source documents into prescribed computer database, files and

forms for storage, processing and data management prepare, compile and sort documents

for data entry; verify data and correct data where necessary; obtain further information for

incomplete records/documents; respond to requests for information and access relevant

files; updating and maintaining databases such as client information/records

maintain filing and filing systems, both paper and electronic and store completed documents

in designated locations

scan documents into document storage/management systems or databases as required

Perform routine clerical/admin tasks as assigned

Prepare documents, reports and correspondence as required

answer phones, transfer to the appropriate staff member, take and distribute accurate

messages

Industry knowledge, compliance and regulatory knowledge

Perform all duties in accurate and timely manner and maintain effective systems to ensure

tasks are completed

Operate a variety of standard office machines, including a personal computer and a variety

of computer software, phone, fax, calculator, shredding machine, scanning machine and

photocopy machine, and adhere to procedures relating to the proper use and care of

equipment and materials for which the role has responsibility

Establish and maintain effective working relationships with co-workers, supervisors and the

general public.

Perform duties in an efficient, professional and courteous manner.

Liaise appropriately with others to ensure duties carried out correctly and in a timely

manner. Should duties fall behind, errors occur that may disadvantage a client or backlogs

accrue to bring this to the line manager’s attention without delay

Maintain regular consistent and professional attendance, punctuality, personal appearance,

and adhere to relevant internal procedures

Pursue personal development of skills and knowledge necessary for the effective

performance of the role

interpret and respond clearly and effectively to spoken requests over the phone or in

person, and to verbal or written instructions.

keep office area neat and tidy and leave desk clear to comply with GDPR

**Key Skills and Requirements**

time/work management skills and the ability to prioritise work

attention to detail and accuracy

adaptability and amenability

team work

communication skills - verbal and written

confidentiality

flexibility

reliability

ability to work under pressure

accurate keyboard skills and ability to enter data and produce reports and data accurately and at the required speed

knowledge of correct spelling, grammar and punctuation

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