Administrator

7 months ago

Inverness, United Kingdom Walker Crips Full time

**Aim and Purpose of the role: (why your role exists, and why it is important to Walker Crips)**

To assist in maintaining a profitable bank of Private Clients by providing administrative support to the Investment Directors

**Specific Duties: (what is it that you do)**
- To assist in the day to day management of the Client bank for

the Inverness Office.
- To work with, report to and provide back up to Investment Directors and develop a working relationship with their clients.
- Answer telephones, speak with clients in a polite and respectful manner.
- To ensure all administration incorporates efficient recording and checking of any client detail changes.
- To keep abreast of CPD as required by Compliance.
- To assist in ensuring that data maintained on behalf of clients is up to date and that adequate records are maintained.
- To obtain an in-depth knowledge of the services offered to clients by the company for portfolio maintenance.
- To 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.
- To 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
- To assist the Team in the collation of KYC and Money Laundering documentation.
- Skillful and comprehension use of Excel, Word and Volume.
- To assist with written communication to clients, accountants, solicitors and other professionals with regard to client holdings.
- Liaise the Back-Office Teams in London and York offices.
- Assist with Scanning and Filing.
- Provide constructive input to idea flow.
- Compilation of performance figures against benchmarks.
- To prepare Investment Performance Reports for the Investment Directors, provide analysis and check for accuracy.
- Providing accurate valuations for the Investment Directors ahead of client meetings

**Other Requirements: (what experience and skill that one needs to perform this role)**

**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
- To ensure that internal rules and procedures are adhered to and that at all times, strict compliance with the regulator’s rules are adhered to.
- To undertake continual professional development through training as required.Personal Specification and Competencies:

- Interpersonal skills - good inter personal skills in handling clients and colleagues alike. To work effectively as part of a team.IT/Organisational skills:

- Good organizational skills, excellent timekeeping, attention to detail and self discipline, thorough knowledge and experience.

**Judgement & Analysis**:

- Has the 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

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