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About Evelyn Partners
Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our mission is to provide exceptional advice and services, empowering our clients to achieve their goals.
Job Summary
We are seeking a highly organized and detail-oriented Client Administrator to join our Investment Team. As a key member of our team, you will provide administrative support to our Investment Managers, ensuring seamless client service and operational efficiency.
Key Responsibilities
- Provide exceptional administrative support to Investment Managers, ensuring timely and accurate delivery of client services.
- Build and maintain strong relationships with clients, responding to their inquiries and concerns in a professional and courteous manner.
- Maintain accurate and up-to-date client records, ensuring compliance with regulatory standards.
- Collaborate with operational teams to ensure efficient processing of client activities, such as transfers, corporate actions, and static data changes.
- Prepare meeting packs and valuations, as required, to support Investment Managers in their client meetings.
- Assist Investment Managers in the preparation of new business pitches and presentations.
Requirements
- Previous administrative experience in a fast-paced environment, preferably within the financial services industry.
- Strong client service ethic, with excellent communication and organizational skills.
- Ability to work under pressure, prioritizing tasks and managing multiple deadlines.
- Team player with a positive attitude and a willingness to learn and adapt.
What We Offer
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
- Access to a range of employee benefits, including private medical insurance, life assurance, and pension contribution.
About Us
Evelyn Partners is committed to creating a diverse and inclusive workplace, where all colleagues feel valued and empowered to succeed. We believe that our differences are our strength, and we strive to provide a workplace where everyone can thrive.
