Senior Administrator
3 days ago
Job Summary:
We are seeking a highly skilled and experienced Senior Administrator to provide administrative support for Investment Management at our client, a leading wealth management firm.
Key Responsibilities:
- Resolve client and investment administration queries in a timely and professional manner.
- Be responsible for the opening processes for new clients, ensuring seamless onboarding and a positive experience.
- Prepare and process payment and transaction forms for investment managers, maintaining accuracy and attention to detail.
- Assist with the new client account opening process, providing support and guidance as needed.
- Present documents professionally and in an appropriate format for Investment Manager sign-off, ensuring compliance with regulatory requirements.
- Interact, respond, and resolve any client queries, referring to senior members as necessary.
- Develop professional relationships with clients, assisting and organizing meetings and preparation documentation.
Requirements:
- Able to effectively manage tasks to meet deadlines while maintaining high levels of accuracy and attention to detail.
- Knowledge and interest in private client fund management, with a strong understanding of the industry.
- Excellent analytical and numeracy skills, with the ability to interpret and analyze data.
- Strong organization skills, with the ability to prioritize tasks and manage multiple projects simultaneously.
- Experience in Microsoft PowerPoint and other packages, with a strong understanding of presentation software.
- High-quality written and verbal communication skills, with the ability to communicate complex information in a clear and concise manner.
- Computer literate, with a strong understanding of technology and its applications in the workplace.
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