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Ifa Administrator
5 months ago
**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
