Desk Administrator - Wealth Management

Provide administrative support for Investment Management in the ongoing service of the firm’s clients.

Key Responsibilities

Administration

Assist with the new client account opening process as appropriate Assist with drafting client reports and correspondence that would accompany valuations, dealing letters or Investment Manager recommendations and responses to ad hoc client requests or queries Typing and filing  Present documents professionally and in an appropriate format for Investment Manager sign-off Proof-read and check documents Follow up promptly on unfamiliar terminology, unclear speech or corrections Maintain filing systems, update information regularly and ensure internal CRM system is kept up to date Ensure filing systems are checked before annual File Review Proactively look for efficiencies and potential process improvements Complete SharePoint forms for Investment Manager approval Prepare payment, receipt, transfer and other forms for Investment Manager approval Help resolve administrative queries  Take telephone messages and relay to Investment Manager Ensure client background & suitability reports are kept up to date Provide desk administration cover during periods of high volume, illness or other absence  Make low risk payments via CRM up to £50k Any other ad hoc team administration as required

Client relationships (if required and under appropriate supervision)

Help resolve and respond to administrative queries from clients, referring where appropriate to Investment Manager Develop relationships with clients by arranging and assisting at meetings as appropriate, including the preparation of necessary documentation Check dealing data to ensure reporting procedures are followed correctly Prepare transactions on the Firm’s systems for processing by the Investment Manager Skills, Knowledge and Experience

Essential

Excellent written and verbal communication skills Able to develop and maintain excellent internal and external relationships Good customer facing skills Analytical and numerate Highly organised Able to multi-task and prioritise tasks effectively Computer literate and advanced user of Microsoft Excel, Outlook and Word GCSE (or equivalent) English (grade C or above)

Advantageous

A minimum of 2 year’s financial services experience in client administration  Demonstrable interest in City Markets and Private Client Fund Management Experience of Microsoft extended product range, including PowerPoint An understanding of the UK Regulatory framework