Client Administrator
2 weeks ago
Hybrid - Full time - Based near Bond Street - £26-28k per annum + bonus & benefits
Ideal role for an A Level educated 2nd Jobber with 1 years admin experience within Financial services.
Summary
Prestigious Private Wealth Manager are looking to recruit an experienced Client Administrator to work alongside members of the Administration Team to undertake all aspects of client administration
Responsibilities
- Undertake all aspects of client administration.
- Awareness of the Anti-Money Laundering Act and FSMA 2000 and ensuring all activities are compliant.
- Perform daily, weekly, monthly, quarterly and ad hoc tasks as allocated by the Manager of the Client Administration Team in accordance with the firm’s documented procedures including:
- Client record creation, maintenance, management and storage.
- Client data input.
- Change request processing.
- Review and approval of payment requests.
- Data and performance storage.
- Maintenance of client forms.
- Despatch of client reporting.
- Use of XPlan to manage workflow.
- Participate in the development and implementation of best practice procedures.
- Covering for other team members when they are absent.
- Ad hoc project work.
- Mentoring of junior members of the team to share knowledge of products and processes.
- Liaise with all departments within the business, including Compliance, Paraplanning, Operations and Accounts.
- Maintaining personal knowledge and adhering to the Firm’s Procedures.
- Qualification, Skills and Behaviours
- At least one years’ experience in a similar role.
- A minimum of 3 A’ Levels (Grades A-C).
- Excellent communication skills (written and verbal), with the ability to summarise complex issues clearly and succinctly.
- Numerate with a strong attention to detail
- Ability to work to deadlines.
- IT literate ; MS Office, XPlan (or similar)
- Organised with attention to detail
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