Administrative Assistant

16 hours ago


Northampton, Northamptonshire, United Kingdom The Graduate Recruitment Specialist Ltd. Web Full time
Administrative Assistant - Private Wealth Management

Salary: £22,000 - £28,000 per year

About Our Firm

An 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.
Essential Skills
  • 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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