Administrative Assistant
16 hours ago
Salary: £22,000 - £28,000 per year
About Our FirmAn innovative private wealth management firm is seeking a bright and conscientious individual to join their team as an Administrative Assistant.
The company provides a comprehensive wealth management service tailored to individual requirements, with a significant client base and over £100 million of funds under management.
Key Responsibilities- Valuations: Prepare client valuations by gathering details of client holdings and updating the database accordingly.
- Fact Finds: Scan and input all Fact Finds completed by the Advisers into the Back Office system.
- Database Maintenance: Maintain the database by setting up new clients and inputting client financial plans.
- Fee/Commission Entry: Input figures from providers' statements into an Excel spreadsheet.
- A minimum of C grades in English and Mathematics at GCSE level.
- A Levels or equivalent.
- Knowledge of Word and Excel.
- Ability to confidently communicate with clients and team members via phone and face-to-face.
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