Administrative Support Specialist
4 weeks ago
About the Role
We are seeking an exceptional Administrative Support Specialist to join our team at Evelyn Partners. As a key member of our Financial Planning department, you will provide full administrative support to our Financial Planners, ensuring a positive client experience while adhering to regulatory standards.
Key Responsibilities
- Work closely with Financial Planners to deliver a positive experience to our clients.
- Build relationships with clients and maintain regular contact, proactively managing each stage of the client's journey.
- Maintain back-office systems and client records in line with company policies.
- Request policy information from third-party providers as necessary.
- Liaise with operational teams for support on activities such as valuation scripts, transfers, withdrawals, account openings, and static data changes.
- Prepare meeting packs and valuations.
- Liaise with Investment Managers on Dual Expert cases.
Requirements
- National 5 (N5) Grade C in Maths and English or above (equivalent to GCSE in England).
- Previous experience in an administrative role.
- Proven experience working in the financial services industry.
- A strong ethic of client service.
- Ability to work under pressure and prioritize work.
- Excellent communication skills, both written and verbal, influencing, and organizational skills.
- Ability to use judgment and reasoning to propose solutions to problems.
About Evelyn Partners
We are a leading integrated wealth management and professional services group, with over 186 years of experience helping generations of people and businesses thrive. We offer a range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
We provide an award-winning service for our clients by employing the best people. Our core values of Personal, Partnership, and Performance drive our exceptional track record of growth and innovation.
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and are delivering multiple diversity, equity, and inclusion initiatives across the organization.
We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
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