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Graduate Client Services Administrator

2 weeks ago

Edinburgh, Edinburgh, United Kingdom Seven Investment Management Full time £12,000 - £18,000 per year
About The Role

Purpose

  • Working across the Client Servicing and Paraplanning Team based in Edinburgh supporting colleagues and advisers with the day-to-day activities across the client base.

Responsibilities

  • Processing letters of authority and phoning providers for up-to-date information regarding plans or policies
  • Inputting of Fact Finds into the system for new clients and existing clients and any client change of details e.g. bank accounts, addresses
  • Creating Statements of Suitability (SOS) for clients post meeting and updating the relevant systems and spreadsheets.
  • Process new business application forms including GIA/ISA/SIPP & Bond accounts ensuring client accounts are set up correctly including fee rates and account groups.
  • Setting up online access for new and existing clients and assisting with all queries in relation to the My7IM portal.
  • Setting up payments for ISAs, SIPPs, Bonds, GIAs and monitoring regular withdrawals.
  • Manage workflow through a task management system and monitoring mailbox
  • Keeping back-office systems and client databases up to date and accurate including unmapped accounts and suspense items
  • Producing reports including valuations, performance summaries and transaction statements inc meeting note preparation
  • Review mail and allocate to respective Advisers within the team or internal office
About You

Skills

  • Accuracy and attention to detail when reviewing reports.
  • Organisation of own workload to meet deadlines.
  • Good communication skills, both oral and written
  • Ability & willingness to identify and suggest improvements in processes / service levels.
  • Ownership & Initiative
    Good knowledge of operational administration including settlement, custody, and clearance

Knowledge

  • Good working knowledge of all Microsoft office applications specifically Excel

Qualifications

  • Candidates must demonstrate numeracy & literacy skills to at least A level/Higher standard.

Other relevant information

  • Reports into Private Client Team Leaders/Managers