Private Client Administrator

4 weeks ago

London, United Kingdom CV-Library Full time

Are you an experienced Private Client Administrator (On-boarding) looking for a new opportunity in the private wealth industry? Our client, a leading organisation in the field, is seeking a talented and detail-oriented individual to join their Administration Team as a Private Client Administrator.

In this role, you will be responsible for undertaking various client administration tasks and ensuring compliance with the Anti-Money Laundering Act and FSMA 2000. You will work closely with the Manager of the Client Administration Team and collaborate with other departments within the organisation, including Compliance, Paraplanning, Operations, and Accounts. Your attention to detail, excellent communication skills, and ability to summarise complex issues clearly will be crucial to your success in this role.

Benefits:

Competitive salary and benefits package
Opportunity to work with a highly experienced and supportive team
Professional development opportunities
Work-life balanceResponsibilities:

Undertake all aspects of client administration, including client record creation, data input, change request processing, review and approval of payment requests, and client reporting
Use XPlan or a similar software to manage workflow efficiently
Participate in the development and implementation of best practise procedures
Provide mentoring to junior members of the team, sharing knowledge of products and processes
Cover for other team members when they are absent
Contribute to ad hoc project work
Liaise with various departments within the organisation to ensure smooth operations
Maintain personal knowledge and adhere to the organisation's proceduresQualifications, Skills, and Behaviours:

At least one year of experience in a similar client administration role
A minimum of 3 A' Levels (Grades A-C)
Excellent communication skills, both written and verbal, with the ability to summarise complex issues clearly and succinctly
Strong attention to detail and numeracy skills
Ability to work to deadlines
IT literate, with proficiency in MS Office and XPlan (or similar software)
Organised and detail-oriented, ensuring appropriate customer outcomes are achieved and documentedIf you are a motivated and experienced in Client On-Boarding and looking to join an industry-leading organisation, apply now. Our client offers a dynamic and supportive work environment, competitive compensation, and opportunities for personal and professional growth. Don't miss this chance to be part of their team

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