Team Secretary/Administrator

2 months ago

London, UK, United Kingdom Quilter Full time
What the Hiring Manager Says

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.
We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £111.6 billion of client investments (as at March 2024).
•\tWe are looking to recruit a hardworking, diligent individual with an active interest in the industry and a desire to provide our clients with a high level of personal service.
•\tThis role will be assisting two senior Investment Managers, one Investment Adviser and a Trainee Investment Manager, whilst working closely with two other investment administrators, within a wider team of 12 colleagues.
•\tThis is a key administrative position and the successful applicant with play an integral role in supporting a busy team in the management and development of their growing client base.
•\tThe individual will report to the two senior Investment Managers and the Team's Leader.
•\tWe will provide full training for the role.

About the Role

Level: 2

Department: Investment Management

Location: London

Contract type: Permanent

Regulated/non-Regulated: non-regulated
  • You will be responsible for responding to administrative client and financial adviser queries by phone, letter or email. You will need to be able to draft general correspondence and file notes using templates and ensure all worked is saved correctly on behalf of the team, in a compliant manner.
  • You will need to assist the investment managers with ongoing portfolio management; identifying debit positions and forthcoming standing orders; making client and third-party payments; monitoring of incoming and outgoing in-specie or cash transfers, whilst keeping both the clients, financial advisers and the team appraised of progress.
  • You will be pivotal in assisting the team with the quarterly and annual reporting process and be able to maintain comprehensive databases with up-to-date client details.
  • You will take ownership of liaising with clients and financial advisers to book review meetings, including booking meeting rooms, organising lunches, liaising with our reception team, and updating team calendars with all details. You will also need to record associated expenses and send any administrative follow up as directed by the team.
  • For new clients, you will be responsible for printing/binding pitch presentations, opening new accounts and adding new client and financial adviser details to our database. You will need to ensure accounts are opened correctly and in a timely manner and feel confident liaising with middle and back office departments.
  • You will be responsible for updating any changes to client information such as address or bank details, completing call backs with clients in order to verify the details and liaising with the relevant back office departments in order to update our systems.
  • You will need to organise seasonal projects such as the distribution of diaries and Christmas cards to clients and advisers.
  • You will take the lead in ensuring that our client's suitability is complete and up to date, providing the Investment Managers with a list of reviews due and ensuring that all follow up paperwork is logged and any adjustments actioned.
Consumer Duty

To understand and fulfil the requirements of Consumer Duty and act to deliver good client outcomes, as appropriate within my roles and responsibilities.

About You

Applications from people with diverse backgrounds enables our inclusive organisation to thrive. If you feel you don't match our job description exactly, why not take a chance on yourself and apply? You could be exactly what this role needs.
  • You will be working very closely with our clients and their trusted advisers to provide the best service with information regarding their portfolio, which necessitates close relationship building with all stakeholders whether that be internally or externally. You will therefore need to have a good communication and interpersonal skill set. You will need to be able to build a rapport with clients and be able to adapt your style to suit the variety of clients we look after.
  • You will be able to act on you own initiative and work independently.
  • You will have solid organisational skills to manage your workload and meet deadlines. You will also understand the importance of precision and accuracy .
  • Ideally you will have experience in a similar role within Wealth or Investment Management.
  • You have an interest in financial services or have a good understanding of our services where you can utilise your knowledge and experience within investment management.
  • If you have an Administrative Financial Qualification, experience within financial services is beneficial.
#LI-VS1 #QC #QuilterCheviot

Core Benefits

Holiday: 26 days

Quilter Incentive Scheme: All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme: 10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance: Single cover as standard, cover can be increased at your own cost

Life Assurance: 4x your salary, cover can be increased at your own cost

Income Protection: 75% of salary payable after 26 weeks of absence

In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay for conveniently via a salary deduction.

  • Legal Secretary

    1 day ago

    London,, UK, United Kingdom McKinlay Law Full time

    Job Title: Legal Secretary / Team Assistant Salary: £35,000Location: Central LondonExpanding London law firm are looking for a team assistant to provide support to fee-earners with a broad range of administration duties. Only a few months previous administration experience in an office is required.The day to day of the role will involve a broad range of...

  • Conveyancing Legal Secretary

    2 weeks ago

    London,, UK, United Kingdom AJ Chambers ® Full time

    AJ Chambers are working with a top City Law Firm who are looking for a highly organised and proactive Conveyancing Legal Secretary to join the secretarial team supporting the Real Estate Finance (REF) and Banking departments. This role offers an excellent opportunity for someone looking to move their career forward in the Legal field.The successful candidate...

  • Legal Secretary

    1 week ago

    London , London, UK, United Kingdom Montresor Recruitment Limited Full time

    Are you an experienced Legal Secretary looking for a dynamic role in Dispute Resolution? Join this vibrant team in Holborn as they seek a skilled individual to support a partner and solicitor in Commercial Litigation. Key Responsibilities: - Provide comprehensive secretarial and administrative support to a Partner and solicitor. - Manage monthly...

  • Secretarial Services Coordinator

    2 weeks ago

    London , London, UK, United Kingdom Law Support - DA Solutions Full time

    We are currently recruiting for a Secretarial Services Coordinator to join a highly prestigious and friendly US law firm. This role is perfect for a PA or Junior PA who is keen to become an integral part of the firm’s Secretarial Services Coordination team. You’ll be working directly with the Associate Director of Secretarial Services and a fellow...

  • Secretarial Manager

    4 weeks ago

    London,, UK, United Kingdom McKinlay Law Full time

    Job Title: Secretarial Manager / Business Support ManagerSalary: c£120k and excellent benefits Location Central London Leading American law firm are looking for a business support manager / secretarial manager, who will be responsible for managing the administrative operations of the secretarial team and small DPS, records/library functions of the London...

  • Legal Secretary

    2 weeks ago

    London , London, UK, United Kingdom Law Support Limited Full time

    An exciting opportunity has arisen for a highly skilled legal secretary to join the commercial property department of a highly regarded UK law firm. The successful individual will be responsible for supporting fee earners providing a range of secretarial and administrative duties. You will be required to work on a hybrid basis, attending the London office...

  • Legal Secretary

    2 weeks ago

    London , London, UK, United Kingdom Law Support Limited Full time

    An exciting opportunity has arisen for a highly skilled legal secretary to join the private client team of a highly regarded UK law firm. The successful individual will be responsible for supporting fee earners providing a range of secretarial and administrative duties. You will be required to work on a hybrid basis, attending the London office three times a...

  • Medical Secretary

    1 month ago

    London,, UK, United Kingdom Kingsgate Recruitment Full time

    Medical Secretary Job Description Accountable to: PaediatricianResponsible to: Practice ManagerOn site based role no options for Hybrid role, must live easy commute to location, must have medical experience, DGL system experienceHours 9am - 5.30pmDuties:To provide secretarial & administrative support, assisting in providing a high quality of service helping...

  • Temporary Legal Secretary

    2 weeks ago

    London , London, UK, United Kingdom Ryder Reid Legal Limited Full time

    Our internal law firm clients regularly require Legal Secretaries with Corporate experience to cover annual leave and staff shortages. These assignments can be short or long term, duties can include: Managing complex inboxes and diariesOpening new files Document workManaging expensesMake appointmentsPrinting, scanning, faxing, and copying...

  • Secretarial Manager

    2 weeks ago

    London,, UK, United Kingdom McKinlay Law Full time

    Job Title: Secretarial Manager / Business Support ManagerSalary: c£120k and excellent benefitsLocation Central LondonLeading American law firm are looking for a business support manager, who will be responsible for managing the administrative operations of the secretarial team and small DPS, records/library functions of the London office. This position...

  • Company Secretary

    4 weeks ago

    London, UK, United Kingdom IQ EQ Administration Services Ltd Full time

    Job Description We are seeking a qualified Company Secretary to lead our corporate secretarial solution in the IQ-EQ UK Corporate team. We provide corporate governance services to a diverse client base which includes listed, regulated and private companies, fund vehicles and special purpose vehicles. The Company Secretary will be involved in providing...

  • Medical Secretary

    1 month ago

    London,, UK, United Kingdom Fame Recruitment Full time

    We are looking for an experienced Medical Secretary to join a join a boutique, private Mental Health clinic in a gorgeous area of North West London. Together with another Secretary, you’ll be liaising daily with patients and clinicians over the phone, on email and in person, providing an excellent, welcoming and friendly customer service experience. This...

  • Assistant Company Secretary

    13 hours ago

    London,, UK, United Kingdom Bruin Full time

    Assistant Company SecretaryRole: Permanent, Full-timeLocation: LondonSalary: Competitive + Benefits + BonusWFH: Flexible working policyDirect Reports: N/AThe Role:A fantastic newly created role for a successful Risk Manager and market leader. In this role, you will support the full board and committee cycles, management and end-of-year reporting.This is a...

  • Legal Secretary

    3 months ago

    London, UK, UK, United Kingdom Cleartech International ltd Full time

    SummaryYou will be working closely with other legal team members to ensure the seamless support of the Legal team by providing high quality professional secretarial and administration services.Role/ResponsibilitiesPerform secretarial functions associated with legal administrative tasks.Effectively diary management, scheduling appointments, coordinating...

  • Temporary Litigation Legal Secretary

    1 week ago

    London , London, UK, United Kingdom Ryder Reid Legal Limited Full time

    Our client, a major name in its specialist field, is very keen to attract an experienced Litigation Legal Secretary to start ASAP on a temporary basis. The successful Legal Secretary will provide a full and extensive PA/Legal secretary service to Partners and Associates within their organisation. Duties will include but aren't limited to: ...

  • Company Secretary

    2 months ago

    London,, UK, United Kingdom SSQ Full time

    An exciting opportunity has arisen for a Company Secretary to join the in-house legal function of a global corporate which employs of 30k people in the UK.This role supports the corporate legal function in overseeing company secretarial and governance matters for the UK group entities. The successful candidate will be integral to maintaining statutory...

  • Company Secretary

    6 days ago

    London, London, UK, United Kingdom G2 Legal Limited Full time

    My client is seeking to hire an experienced Company Secretary to join a dynamic corporate team. This role involves providing specialised company secretarial advice and support for complex transactions, managing the company secretarial records for approximately 300 entities. If you are looking to advance your career in a collaborative environment, it'd be...

  • Legal Secretary

    3 weeks ago

    London,, UK, United Kingdom Buckles Full time

    Buckles recruiting for 2 enthusiastic and passionate Legal Secretaries to join the London team.Both roles are permanent full-time (37.5 hours per week) contracts, office based in the heart of Central London. Purpose of a Legal Secretary Role:Providing seamless legal services to clients and supporting a team of lawyers and secretaries. Creating invoices and...

  • Legal Secretary

    1 day ago

    London,, UK, United Kingdom Career Legal Full time

    A leading UK law firm, based in the heart of the city are now looking for an experienced Legal Secretary to join their Private Client team on a permanent basis. This role will support an allocation of fee earners, including Partners. The successful candidate will be joining a friendly and sociable team, working alongside a group of supportive Legal...

  • Legal Secretary

    2 weeks ago

    London , London, UK, United Kingdom Ryder Reid Legal Limited Full time

    Job Title: Legal Secretary (Debt Finance) Location: Liverpool Street Working Arrangement: Hybrid (3 days in the office 2 days at home) Salary: Competitive About the company: A large international law firm renowned for its expertise in various legal domains. They provide top-tier service in various legal domains, including corporate...