Team Administrator

3 days ago

Edinburgh, Edinburgh, United Kingdom Brooks Macdonald Full time

Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.

We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.

Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do:

  • we do the right thing

  • we are connected

  • we care

  • we make a difference

We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients.

The Team Administrator (TA) delivers administrative service & support to Investment Managers, Portfolio Managers, clients, introducers and responds to requests from the supporting functions.  This is achieved by having a clear & precise understanding of all the processes and procedures that are undertaken within the administrative team.

Line management is to the Administration Team Leader (ATL) within the region. The TA will be responsible for providing updates on ongoing work to the ATL on a regular basis.

Role Responsibilities:

  • Open, scan and save post to client files
  • Answer & respond to client & introducer queries on the phone and email
  • Stay on top of workflow queues and respond to requests
  • Book meetings for the IM team
  • Liaise with appropriate teams for the effective onboarding of new clients
  • Initiate incoming and outgoing transfers, keeping the Investment Manager/ Portfolio Manager updated with progress regularly
  • Instruct internal transfers of cash and stock from one portfolio to another
  • Complete payment instructions from clients, including taking payment instructions and arranging call backs to clients, if required
  • Complete client KYC data amendments and account amendments.
  • Process ISA/ LISA/ JISA & Flexible ISA subscriptions
  • Assisting with meeting preparation, including printing and binding client and introducer reports and presentations.

Key Duties & Responsibilities:

  • Proven organisation, planning and prioritising skills
  • Extremely high level of attention to detail
  • Can-do and growth mindset to problem solving
  • Good oral & written skills
  • Confidence to ask questions when unsure about something to ensure healthy resolution to issues
  • Ability to engage with diverse clients, Professional Advisers, Investment Managers, product providers & internal stakeholders
  • Take ownership of tasks.
  • Have passion and energy to deliver successful outcomes for our advisers and clients
  • Team player with strong work ethic

We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week.

We're committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.

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