Administrative Professional
2 weeks ago
Job Title: Administrator
Job Type: Permanent
Hours: Full Time (Monday to Friday)
Location: Inverness
Salary: £25,000 - £26,000
Sector: Investment & Financial Services
Job Summary:
We are seeking an experienced Administrator to join our team in Inverness. The ideal candidate will have a strong understanding of the financial services sector and be able to provide administrative support to our directors and clients.
Key Responsibilities:
- Assist in the day-to-day management of the client bank for the Inverness office.
- Work with and report to directors, and develop a working relationship with their clients.
- Answer telephones and communicate with clients in a polite and respectful manner.
- Ensure all administration is carried out efficiently, with accurate recording and checking of client details.
- Act on email instructions from directors, received from clients.
- Keep up-to-date with continuing professional development (CPD) as required by compliance.
- Assist in ensuring that client data is up-to-date and that adequate records are maintained.
- Obtain a thorough knowledge of the services offered to clients by the company for portfolio maintenance.
- Provide clients with relevant information in a timely manner, as long as timing is within individual control.
- Ensure that information provided is clear, fair, and not misleading.
- Attend regular or ad-hoc company presentations/meetings as required.
- Collate and prepare valuations bi-annually and when necessary, and assist in the calculation of fee invoices to send with client valuations.
- Assist the team in collating money laundering documentation.
- Use Excel, Word, and other software skills proficiently.
- Assist with written communication to clients, accountants, solicitors, and other professionals regarding client holdings.
- Liaise with back-office teams.
- Assist with scanning and filing.
- Provide constructive input to idea generation.
- Compile performance figures against benchmarks.
- Prepare performance reports for directors, provide analysis, and check for accuracy.
- Provide accurate valuations for directors ahead of client meetings.
Requirements:
- Understanding and knowledge of the regulatory environment.
- Efficient computer skills.
- Able to ensure strict compliance with regulatory rules.
- Undertake ongoing professional development through training as required.
Competencies:
- Good interpersonal skills in handling clients and colleagues.
- Ability to work effectively as part of a team.
- IT/Organisational skills: good organisational skills, excellent timekeeping, attention to detail, and self-discipline.
- Ability to assess information, review options, make appropriate decisions, and understand consequences within a regulated environment.
- Resilient and able to work in a fast-paced, pressurised environment.
Initiative:
- Capable of taking responsibility for own work and actions, and show initiative and resourcefulness.
- Able to work with a degree of day-to-day autonomy.
Communication:
- A high level of written and verbal communication skills, and the ability to communicate well at all levels in a clear, appropriate, and timely fashion, combined with prioritising workload.
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