Pa & Administrator

**12 month Maternity contract ** Up to £28,000 ** Hybrid working ***
- Organise and diarise meetings on behalf of the Private Client Advisers
- Manage post and all associated scanning and filing
- 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 admin workflow requests
- Use internal systems to manage data and workload in line with company procedures
- Proactively managing outstanding requirements and keeping other members of the team informed
- Maintain distribution lists for central marketing and bulk communications
- Assist the Senior Private Client Administrator with valuation production and fund switches
- Ensure all client information (including meeting notes) is accurately maintained
- Run client risk tolerances and carry out anti-money laundering checks
- Ensure electronic client files are organised and updated, and easily accessible

**Person Specification**:

- Previous 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.
- Handle the pressure of a busy team and a demanding workload
- Be exceptionally organised, with excellent time management and prioritising skills

**Additional Information**:

- Based in Farringdon, hybrid (1 or 2 days in office)
- £24,000 - £28,000
- Discretionary bonus scheme
- Monday - Friday, 9am - 5.30pm
- 25 days holiday plus bank holidays pro rata
- Pension contributions
- Private medical insurance
- Permanent health insurance
- Death in service